Do your feel that your Financial Life is organized, flexible and easy to manage and control?
For most people, we make financial decisions; one at a time, at different times, with different people and under different circumstances. This leads to a financial life that may appear disorganized, uncoordinated, non-integrated, inefficient, ineffective and lacks control. How do you get to a Financial Life that produces long term wealth, creates substantial retirement income, minimizes taxes, reduces financial risk and cost and ensures your legacy is preserved?
At Dakota Insurance Group, our Consultants utilze a financial process model that organizes your Financial Life and enables you to increase your wealth and develop an interactive Financial Plan that helps PREPARE you for your post-work life.