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
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Marriage changes everything, including your insurance needs.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
When should you take your Social Security benefit?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here is a quick history of the Federal Reserve and an overview of what it does.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.