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
Helpful Content
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Rightsizing for Retirement
What does your home really cost?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.