Daniel Porter, MBA specializes in Investments, Retirement and Estate Planning*

Because many people regard investing and financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

That's where DJR Financial Services can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and successful relationships with our clients.

We look forward to providing clear steps to help reach your goals!

                                                                    

 

 

 

 

 

 

 

Account Goals and Wealth Monitor Launching November 2015!