Our Ideal Client

An ideal client for DFG would be a very responsible individual or business owner who, unlike most, knows how to make decisions based upon fact and has tremendous upward economic potential.

Most of our client community are married, own a home, and already have some planning in place, be it a full financial plan or something that has been pieced together over time.

Our clients have a tendency to be very successful and sometimes lack the time to properly research out every decision. They may have what we like to call a junk drawer approach to finance where they own a lot of stuff (products), but at the end of the day are not 100% sure how everything works or more importantly works together.