LOOKING BEYOND THE PRESENT
Planning for Your Tomorrow
Where no counsel is, the people fall, but in the multitude of counselors there is safety. ~ Proverbs 11:14 KJV
WHAT WE DO
AREAS OF EXPERTISE
Estate & Legacy Planning
Trust & Estate Strategies - Helping ensure your wealth transfers according to your wishes.
The Nautilus Group - Dedicated support from elite professionals with backgrounds in law, tax, accounting and finance.
Philanthropic Planning - Structuring charitable giving for a lasting impact.
Investment & Wealth Management
Mutual Funds tailored to different goals and risk profiles.
Brokerage & Managed Accounts with personalized guidance.
College Savings Plans (529s1, UTMAs) to prepare for education expenses.
1 There are fees, charges & tax ramifications associated with a 529 plan and the underlying investment options are subject to market risk and will fluctuate in value. Be sure to read the full prospectus of the 529 plan you decide to purchase.
Business Solutions
Business Succession Planning - Protecting your company's future.
Executive Benefits - Helping attract and retain top talent.
Employee Benefits - Providing insurance and retirement solutions for your team.
Retirement & Income Planning
Annuities (Fixed, Variable & Income Annuities) to provide current income and potential growth options.
401(k) Rollovers1 & IRA Options for personalized strategies.
Long-Term Income Planning to help ensure financial security in later years.
1 When considering rolling over, the proceeds from your retirement plan to another tax-qualified vehicle, note that you have options, including leaving the funds in your existing plan, or rolling if over to a new employer's plan. Depending on the option you select, there may be fees, expenses, and taxes upon withdrawal.
Life Insurance Solutions
Term Life Insurance - Flexible and basic protection for a set period.
Whole Life Insurance1- Lifetime protection with guaranteed cash value.
Universal Life Insurance - Flexible premiums and coverage.
Variable Universal Life Insurance2 - Investment opportunities with life insurance benefits.
1All product guarantees are backed by the claims paying ability of the issuing company.2Investors are asked to consider the investment objectives, risks, charges, and expenses of the investment carefully before investing. Both the product prospectus and the underlying fund prospectuses contain this and other information about the product and underlying investment options and can be obtained from your Registered Representative. Please read the prospectuses carefully before investing.
Protection & Long Term Care
Long-Term Care Insurance to cover extended care planning needs.
Disability Income Insurance to protect income during unexpected challenges.
Final Expense & Survivor Protection - Helping loved ones cover costs & maintain financial stability.
Medicare & Health Protection
Medicare Insurance Options - Helping navigate coverage for healthcare in retirement.
Supplemental Health Coverage - Fillings gaps Medicare may not cover.
Accident & Critical Illness Coverage - Protection & support for unexpected injuries and health events.
BUILDING LEGACIES THROUGH TRUST & KNOWLEDGE FOR NEARLY 40 YEARS
Through DLG's strategic planning, we are able to provide measurable value to each client's specific circumstances. We are committed to helping you meet your goals today, but more importantly, for tomorrow!
OUR MISSION
Our mission is to guide you in defining your legacy by taking the intentional steps to get you to where you want to be.
OUR VISION
Our vision is to provide you consistent & dedicated support that will empower you in crystallizing your unique goals & objectives.
OUR PURPOSE
Our purpose is to create a lasting legacy that produces family/business harmony far beyond today.
West Side of the Historic Clinton Square
125 South Washington Street
Clinton, MO 64735