"True Wealth" isn't just what you leave people it's also what you leave IN people.
Check Duane Porter's Background Here:
Holistic Wealth Management
Financial Planning is much more than dollars and cents. It is much more than accounts, investments and insurance. Progressive Smart Financial Planning is Purpose, Health, Family, Money, Estate and Legacy. At DFP Financial & Consulting we take a full comprehensive approach that is much more than money or investments, it’s finding “True Wealth” in life and legacy. .
Consultants Not Dictators - We take a consultative approach looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.
Committed - We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that helps to meet your needs and desires.
Understanding - We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
Educated - We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only… to better serve you with the latest in products, services and tax strategies.
Independent Products - We do not offer any proprietary products, we can choose from literally thousands of products in the financial services industry. The only caveat is that the products or services meet your needs and desires.
Technology - View your account statements, account values, holdings and transaction histories online. Use the online Client Vault to store all of your important documents, i.e. wills, trusts, tax returns, account statements all in one place.
Important Investing Information:
Not all investments and services mentioned are available in all states.
Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or
jurisdiction for which they are properly registered. When investing from outside of the United States,
you are subject to the securities and tax regulations governing your jurisdiction.
Contact us directly for detailed information about investment regulations outside of the United States.
Registered Representatives State License Disclosure
Duane Porter is an independent contractor of Money Concepts
note: DFP Financial & Consulting is an independent firm and not affiliated with Money Concepts