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.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
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. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. 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.
Wait! Before you go...
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?
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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.
