Worried that your financial strategy

is missing something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Damschen Financial Planning, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy using a variety of investments and insurance products and services designed to help you address your financial needs and concerns.

DAMM Process

Shore up your retirement confidence with our 4-Step DAMM Process. We map out your assets, examine income streams, identify potential problem areas, and assess health issues and your tolerance for risk to create a financial strategy that meets your unique needs.

D = Discover
A = Analyze
M = Maximize
M = Maintain

We offer services in these three areas:

  • Grow

Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers

  • Preserve

Preserve the assets that can help you live the retirement you’ve always imagined.
Asset Preservation Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

  • Give

Provide for the people and causes you care about the most.
IRA Legacy Planning

We can also refer you to professionals who provide the following services:



Charitable Giving

Estate Planning

Tax Planning

Insurance products are offered through the insurance business Damschen Financial Planning. Damschen Financial Planning is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Damschen Financial Planning are not subject to investment Advisor requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Damschen Financial Planning is not affiliated with or endorsed by the U.S. Government or any governmental agency.


Instant Download

Have you considered inflation’s impact on your retirement?

Prices are increasing on everything from groceries to healthcare. Download this guide to learn more about the most common questions on inflation including:

  • What causes inflation?
  • Is my retirement at risk?
  • Why is the rate of inflation rising?
Ready to Take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 520.399.6344.

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