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
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
What can be learned from the savings rate?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Here are five facts about Social Security that are important to keep in mind.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Purchasing homeowners insurance is critical for protecting your home.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn how to harness the power of compound interest for your investments.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.