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4052486505
shouk@dbmwm.com
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Welcome to DBM Wealth Management!

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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My Services

I create strategies that are tailored to your needs and goals today and in the future.

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Upcoming Educational Courses

Years of experience have prepared me to guide you through your life transitions.

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Recreation & Events

Staycation ideas for this weekend!

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My Resources

Want to learn more about retirement, social security, or estate strategies? I have a wealth of resources.

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Over 20 years helping families like you. 

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Helpful Content:

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.
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Ready to get started? Message me!  Would you like a phone call or Zoom Conference, schedule a time below.

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Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.
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