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Independence

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Insurance

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Client Centered

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

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

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Lyle A. Deo 

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David R. Keefe

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Laurence E. Goldstein

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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 DKG 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 comfortable 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, unbiased advice, and objective guidance. Start preparing for tomorrow's retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

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Social Security

In November (2015), the Bipartisan Budget  Act of 2015 was signed into law and instituted sweeping changes to the Social Security system.

In some cases, the application of the law will continue for almost eight more years, and in others, claimants may lose benefits if they did not take action by April 29, 2016. Through all of this, individuals continue to knock on the door of the Social Security Administration (SSA) in record numbers to file claims.

We at DKG 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 new law, but also the way the changes in the claiming provisions will play out with your benefit. 

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College Planning

We help you not only save FOR the cost of college we help you save ON the cost of college.

  • Revealing to you strategies for reducing your out-of-pocket college costs - regardless of your finances
  • Advising you on how to become eligible for more financial aid, grants and tuition discounts for college
  • Helping you determine which college savings option is best suited for you and suggest effective strategies for funding any shortfalls
  • Informing you about school-based merit scholarships that your student already qualifies for and the requirements to obtain this FREE money
  • Providing you with hands-on coaching and guidance through the entire college admissions, financial aid and forms process - to help you in your efforts to send your student to the right college, for the right reasons and at the right price!

 

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