At DB&C Advisors, LLC, our clients have long relied on our consultative and customized approach for pursuing a broad range of personal and business wealth management goals. We provide the resources and experience that individuals, families, business owners and corporations seek to make clear, confident decisions through every stage of their financial lives or business lifecycle.
At DB&C, Relationships Come First
Our success in building long-term client relationships is the result of earning and maintaining our clients’ trust. We provide the attentive and personalized service you seek, the resources and experience you require, and the proactive communication you expect from your dedicated financial advocate and guide. Learn more
Guidance from a Fiduciary Perspective
As independent financial advisors, we serve you in a fiduciary capacity, placing your interests first in every recommendation or decision made. We seek to employ tax-efficient asset protection and growth strategies fully aligned with your goals and values. Learn more
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Life insurance proceeds are generally tax-free. But not in all cases.
Learn when it may not make sense to file a claim on your home insurance.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Bonds may outperform stocks one year only to have stocks rebound the next.
Six overlooked tax deductions to help manage your tax bill.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn how to harness the power of compound interest for your investments.
If you died, what would happen to your email archives, social profiles and online accounts?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
How will you weather the ups and downs of the business cycle?
A quick history of the Federal Reserve and overview of what it does.