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Client Centered

Client Centered

DKGB Financial Group's sole purpose is to provide you with personalized customer service, while offering comprehensive financial solutions to help meet your diverse financial goals.

We work diligently to develop custom plans with your unique situation in mind.

Independence

Independence

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Insurance

Insurance

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Are You Retirement Ready?

Are You Retirement Ready?

Without a roadmap, the path toward and into retirement can be a difficult one. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.

At DKGB Financial Group, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five, fifteen or thirty years away. Our goal is to help clients feel confident about their future and pursue their vision of a confident retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients' individual needs and goals, both short and long-term.

Retirement is a significant milestone in one's life. Our Mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, comprehensive  advice, and personalized guidance. Start preparing for tomorrow's retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

Lyle A. Deo 

Lyle A. Deo 

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David R. Keefe

David R. Keefe

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Laurence E. Goldstein

Laurence E. Goldstein

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Janet Baker

Janet Baker

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Social Security

Social Security


We at DKGB Financial Group believe that Social Security and when to claim is one of the major questions that YOU must answer when deciding to retire. 

The bottom line is that you need to be aware of not only the law, but also the way the changes in the claiming provisions will play out with your benefit. 

Are You on the Road to Financial Wellness?

It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.



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