DFG’s Commitment to Our Clients

  • Concern for your future is the basis for our work, not an interruption of it
  • Listening to your plans, goals and dreams helps us help you
  • Investment strategies and advice are just one aspect of what we do
  • Everyone receives our highest degree of respect and attention
  • Navigate you through your Challenges, Opportunities & Strengths
  • Trust is earned through doing what we say we will do

Our Mission

To provide advice and solutions that help our clients gain control of their financial lives, work towards achieving the great goals of life and live comfortably – free of financial worry.

Planning for the great goals of life

  • The endowment of a long, comfortable and totally worry-free retirement, with no compromise in lifestyle and no real concern about ever running out of money
  • The capacity to intervene meaningfully in the financial lives of one’s children during one’s lifetime or in the form of legacies
  • The ability to fund, in whole or part, the education of one’s grandchildren
  • The means to provide quality care to one’s parents in their later years
  • The ability to make a meaningful legacy to a much-loved school, church, charity, or other institution

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, FL, GA, ID, IL, IN, KY, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, VT, WA, WI.

Securities, Financial Planning and Advisory Services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC. (c) 2010 Danielson Financial Group.
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