SMACNA is proud to announce that DFG Advisors has officially signed on as a Silver Associate Member. This financial planning company offers the following advisory services:
- Succession planning and proper transfer of a business
- Informal evaluations for business planning and monetization
- Benefits enhancement for key employees & owners/executives
- Personal finance and retirement planning
- Estate planning
- Buy/Sell strategies
- Insurance solutions
- Wealth enhancement and tax mitigation
Nick Homer, Senior Vice President with DFG Advisors, recently spoke with SMACNA about what they are looking forward to now that they have become an Associate Member. He stated, “We love to help business owners be able to monetize twenty (or more) years’ worth of building a business into a nice retirement.”
Homer went on to say, “A lot of clients have a great idea of what retirement looks like but are not positive about how to exactly get there. In the sheet metal industry, you always need blueprints before starting a project, and we help provide the blueprint for starting retirement and enjoy seeing it through.”
When asked if there was anything else about your DFG Advisors SMACNA member contractors should know, Homer responded, “We as a team at DFG are very down to earth, and we never make things more complex than they need to be. We are happy to enhance business and personal planning and will go anywhere that an airline flies!”
SMACNA members interested in learning more about DFG Advisors can visit www.dfgadvisors.com or call (480) 538-2933.
