DSA Financial Group

Specialties

Financial Planning for individuals and families to build better futures. Areas of focus are: Retirement Planning, Wealth Management, and Estate Planning. Also, Retirement Plans for small businesses.

Meet the Business Owner

Raymond D.

Business Owner

Raymond has built a successful financial advisory practice based on his ability to relate to his clients’ complex financial situations. Raymond uses a comprehensive, team approach that seeks to involve the tax advisor, insurance agent, attorney and other professionals whose input will enhance the integrity of the financial plan over the long term. He brings investments, insurance and retirement, estate and tax planning into one plan to minimize or eliminate gaps that can leave families under-​prepared and under-​protected. He strives to ensure that the overall plan is appropriate for risk tolerance and growth objectives and efficient for diversification, insurance coverage and tax purposes. Raymond specializes in the design and implementation of qualified retirement plans for small business owners.