The DJB Wealth Management Inc. Client Advantage
Creating a feeling of confidence about your financial future is our ultimate goal. When you work with a DJB Wealth Management Inc. (CERTIFIED FINANCIAL PLANNER™) professional, you can take comfort in knowing that your needs will always come first!
You will receive honest and unbiased advice, exceptional client service, comprehensive financial planning, and business management. With you as the quarterback, we act as your connector throughout the financial planning process, working with you, your DJB Partner, tax specialists, and any other advisors that will have an impact on your financial plan. We will even review your estate plans and Wills to ensure alignment across all areas.
We never use a boxed approach to financial planning. We go deeper and take a holistic approach looking at your retirement objectives from many angles and offering various options for you to consider in order to meet your goals.
Our Integrated Approach
Taking an integrated approach to client service ensures that your accountant, financial planner, and investment manager are in constant communication with each other and with you to ensure effective coordination of your financial affairs.
We want you to feel comfortable and secure about your financial future and to trust that all of the moving parts are being coordinated under one plan. The final product is a ‘living’ document that integrates all aspects of financial, tax, and estate planning with customized investment management offered through a referral agreement with the Independent Accountants’ Investment Counsel Inc. (IAIC)
You will meet at a minimum annually with all members of your planning team to ensure everything is on track to accomplish your financial objectives.
Learn more about our approach to building your comprehensive financial plan today!