You’ve worked hard for your money and during your retirement years, you want to have confidence that you can enjoy it. However, many retirees have common concerns as they move from asset accumulation to asset preservation. “Am I spending too much?” “Have I set aside enough for long-term care?” “Will I outlive my assets?” These are all questions many retirees think about. Read more
Advice in Common Language
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At DSF Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at DSF Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Together with our Investment Committee, DSF Wealth develops and monitors customized investment strategies for our clients. Learn More
We understand that the prospect of developing an estate plan (i.e. Will, Medical Directive, Power of Attorney) may create feelings of discomfort. However, devising an estate plan should promote feelings of security and is a critical component of the overall planning process. Learn more
Tax planning is not only the responsibility of your accountant. DSF Wealth considers your short and long-term financial goals and will develop strategies within the context of your overall financial plan. Learn more
Support for Business Owners
As a private business, we understand the challenges and opportunities you face, and the passion you have to pursue your dreams. We can help you construct a comprehensive business strategy that includes cash flow planning, a retirement savings program that benefits both employees and employers, and HR solutions including Health, Life and Disability insurance. Learn more
DSF Wealth will develop a financial plan to help you balance a desirable quality of life and a healthy savings plan for your future. Learn more
While our primary goal is to help you plan for your financial future, we also recognize that it is important to develop a strategy to mitigate events that might impair your financial plan. Learn more
With the costs of higher education rapidly rising, it is imperative that we plan accordingly. Our team can provide estimated education costs for the institutions you may be considering, and will build those costs into your financial plan. Learn more
Personalized Wealth Management
At DSF Wealth Management LLC, we strive to understand your needs and goals, provide independent and unbiased advice, and develop a disciplined long-term strategy for managing and preserving your wealth. This approach must be quantified, realistic and customized, because every client is unique. Every financial plan requires ongoing monitoring, as both the world and the needs of our clients are constantly evolving.
We provide counsel in the areas of portfolio management, financial planning, estate planning, risk management, tax planning, college education and support for small business owners. DSF Wealth works with affluent families and business owners in twenty states across the country. Although we’re based in Atlanta, GA, we do travel for in-person meetings in order to provide a more personalized relationship.
DSF Wealth partners with clients who expect and demand more from their financial advisor. It’s about having that extra level of comfort and knowing that your best interests are always being served. Contact us today to begin developing a customized financial plan for your True Wealth journey.
I look forward to working with you,
Douglas Fluke, CFP®
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Institutional Alliance
Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Market CommentaryWeekly Market Commentary August 21, 2017
While recent economic data releases were mostly positive, major indices retreated under perceptions of increased policy and geopolitical uncertainty. The Fed minutes on Wednesday showed a split committee, leaving the market unsure when the next rate hike will come, and a terror attack in Spain sent stock markets lower. The S&P 500 fell 0.6% and the MSCI ACWI closed 0.2% lower. The Bloomberg BarCap U.S. Aggregate Bond Index rose 0.1%.
Monthly NewsletterAugust Monthly Newsletter – Back to School Planning ...
If you’ve looked at the ads in your Sunday paper lately, you know what time of the year it is . . . Back to School season! With most students starting classes later this month, retailers across the country are planning for the influx of shoppers looking for the best deals on back to school clothes and supplies. Read more
BlogFees or Foes
Published by Scott Kubie
Recently, a fee-only financial advisor mentioned to me that more clients are proposing to manage more of their own assets and invest in the “S&P 500.” For most who go down this path, this move will likely end badly. These investors, while seeking to avoid wealth management fees, are ignoring the value their advisor brings to them as well as the current market environment. Read more
News3 Key Financial Events to Watch In 2017
Published By Brett Carson
Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more
Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more
Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.
Weekly Market Commentary
- Weekly Market Commentary August 14, 2017
Geopolitics took center stage last week with U.S.-North Korea tensions leading to a cautious pullback across global markets and greater emphasis on safer investments. Given the ferocity of the rhetoric between the U.S. and North Korea, the market reaction seemed subdued. The S&P 500 dropped 1.4% and the MSCI ACWI slid 1.6%. The flight to safe havens pushed gold and bond prices higher. The Bloomberg BarCap U.S. Aggregate Bond Index rose 0.2% and gold climbed 2.4%.