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DB&C Advisors, LLC - A Personal and Consultative Approach to Managing Wealth

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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.

DB&C Advisors, LLCDB&C Advisors, LLC

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

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

 

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Rightsizing for Retirement

What does your home really cost?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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