At DPB, our business is about protecting your greatest asset – you – and planning for your financial future.
Whether you’re saving for a home, a dream vacation, or retirement, DPB has you covered.
Sometimes small changes can have a big impact. Here are 5 tips to help improve your financial future.
Established in 1992, our boutique style company is based on the relationships we form with you-our clients. With your input, we can create your very own customized products. Insurance can be a very daunting task, that’s why we work on your behalf to find the best insurance plan and financial options.
Transferring a Life Insurance Policy to a Corporation The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV). When handled properly, it will result in withdrawing capital from the…
Owners of very successful private corporations are intimately aware of the importance of cash flow. Many are very protective of how they allocate corporate capital so that business ventures are adequately funded and investment opportunities are not missed. An Immediate…
Owners of successful private corporations are intimately aware of the importance of cash flow. Many are very protective of how they allocate corporate capital so that business ventures are adequately funded and investment opportunities are not missed. An Immediate Financing…
I was feeling like I was behind everyone else. Now I’m on my way to a bright future!
