Who We Are
We are a disruptive team of professionals specializing in various areas of financial services, with decades of experience and a world-class financial planning platform that we make available to our clients at no cost.
DSquared Financial exists to improve the quality of life for our members and the communities where they live, work and play. We do this through financial education, mentorship and volunteer activities. Our clients include families and small businesses (as well as their employees) nonprofit organizations and government agencies. A percentage (25% of our profit...*generated through the sale of Life Insurance and various financial services) is dedicated to be invested within the communities that we do business and helps to fund financial mentorship programs in under-served communities throughout the country. We believe in giving back!
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you, your family, your community.
We have established a process to do this that is based on two key aspects of financial security: wealth accumulation and asset protection. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death.
Schedule an appointment and discover how we can help you to find YOUR Financial Freedom!
What We Offer
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations. Our team provides creative solutions for a variety of financial situations, let us show you how.
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. The strategic placement of financial assets and products is key to a stable, secure plan.
If there’s one thing certain about life, it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curve-ball when you least expect it.
When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially?
There is a direct link between business success and employee benefits. Some of the most successful businesses are those with satisfied employees. We specialize in 125 Cafeteria Plans for small businesses
Bottom Line: How We're Different?
We are an AI assisted capital management firm. We offer the best planning software supported by experienced financial services professionals.