Services
Financial Literacy Programs
Our Financial Literacy Programs are aimed at individuals and groups who wish to better understand financial matters to improve their quality of life. At DFS, we are educators helping you build a solid financial future that will serve you well for the rest of your life.
- Money Management Mistakes to Avoid
- Money Management Mistakes Singles Make
- Money Management Myths
- How to Control Your Finances Before They Control You
- Living Within Your Means Today So You Can Live Out Your Dreams Tomorrow
- Steps to Financial Success
- Managing Your Money: Budgeting / Credit / Retirement & Estate Planning
- Pre-Retirement Planning
- What To Do When the Paycheck Stops
- Discussion centered around select questions in “Money, Mimi and Me”
- How to Choose a Financial Planner
- Principles of Budgeting—Keeping Your Money Straight
- Understanding the Banking System
- Principles of Credit—Using Other People’s Money
- Estate Planning—A Layman’s View
- Principles of Insurance—Protecting What You Have
- Baby Boomers—It’s Never Too Late
Financial Advisory Services
Our Financial Advisory Services focus on individuals and are delivered principally through one-on-one counseling. Working in concert with you and your goals and objectives, DFS offers financial management advice to help you reach those goals. We do not sell (or recommend for purchase) any financial or investment products.
Financial Referral Service
Our Financial Referral Service recommends top-quality financial professionals – Accountants, Attorneys, Bankers, Tax Professionals, Investment Advisors – to those needing assistance with specific situations.
