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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:

<p>Global and International Funds</p>

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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<p>My Retirement Savings</p>

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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<p>Mastering Mobile Lingo</p>

Mastering Mobile Lingo

Do you understand these common mobile slang terms?
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<p>The A, B, C, & D of Medicare</p>

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
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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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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

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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