Thank you for visiting Dobi Financial Group, LLC. ('DFG')
DFG is a financial services firm, assisting clients with the many parts of their financial lives. Each of the planners at DFG is a CERTIFIED FINANCIAL PLANNER (TM) professional, adhering to the requirements and Code of Ethics of the Certified Financial Planner Board of Standards, Inc.
At DFG, we assist our clients in the following areas:
- *Investment Planning & Management
- Retirement Planning
- Risk Management (Life Insurance)
- Tax Planning
- Estate Planning
Our concern for our clients is for their entire financial lives, taking a holistic approach to each individual. In spaces where we do not have the expertise our clients require, we utilize a circle of trusted professionals to help guide them in the best ways.
At DFG, we are focused not on how much our clients have, but striving to manage well what each client has. This approach, we believe, allows us to tailor our thoughts and plans in ways that benefit the unique spaces that each of our clients occupies.
Whether you are at or near retirement or just beginning your independent financial journey, DFG is committed to being a helpful partner in your long-term financial life.
We look forward to speaking with you soon.
*Securities and investment advisory services offered through SagePoint Financial, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information