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DB&C Investment Services, LLC

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DB&C Investment Services, LLC

Overview:

Managing your financial affairs, identifying your needs and implementing the right solutions can be overwhelming. As you have come to expect from De Boer, Baumann & Company, you will receive dedicated and personal attention from our professionals at DB&C Investment Services, LLC. DB&C Investment Services is uniquely qualified to help you compose a wealth management strategy that is comprehensive and suited to your needs.

Our wealth management strategy stresses the importance of creating a statement of philosophy. This will be the foundation for the recommendations that we will make during the development, implementation, and evaluation of your plan. This process will be the basis for your financial future designed to help withstand the ups and downs of the market—and your own emotions. Charting this course is not an event, but requires us to work together on an ongoing process of monitoring and evaluation.

Using Method 10™, a systematic process of discovery, analysis, and application of wealth management planning tools, we will address the crucial wealth management issues you are likely to face. From investment planning and income protection to estate planning and debt management, we help you arrive at a comprehensive picture of your financial situation and establish a plan of action.

Ask yourself these questions:

   * What is my plan for retirement?
   * Is my retirement plan sound?
   * What is happening with my 401(k)?
   * Where will my children go to college?
   * Is my wealth protected from uncertainty and risk?
   * How does tax planning affect my investment strategy?

The trusted wealth management professionals at DB&C Investment Services will help you answer these questions, provide you with inspiration, and give you the discipline required to attain true financial security. Our knowledge and understanding of tax laws allows us to incorporate your tax and wealth management decisions into one cohesive strategy.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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