DRG Financial Services, Inc. is a tax preparation and fee-only financial planning firm. We maintain our objectivity through a policy of not selling products. We do not accept commissions, split fees or referral fees. Therefore, our recommendations to clients for outside services and products are based entirely on the client’s objectives, risk tolerance and needs. DRG fosters an environment of caring and honest personal interaction. Our success is dependent upon providing the most accurate and cost effective services possible through the application of the latest proven technology and research.
Personal financial planning is the development and implementation of a comprehensive plan for the achievement of your overall financial objectives. The planning process first determines your current financial situation, then identifies your vision for your future, and finally establishes a course of action to get from where you are to where you want to be. We believe this is an invaluable process no matter what your current financial situation. For this reason, we prepare plans on an hourly basis and our clients do not have to meet any income or asset minimums to take advantage of our services. Call us for your free one half hour initial interview.