DC Capital Management LLC

Financial Planning

In addition to investment management, DCCM offers financial planning services to its clients.  While investment management focuses on how your money is invested, financial planning generally focuses on how much money you need to invest to reach particular goals.  Accordingly, our company spends time analyzing clients’ revenue, expenses, assets, and liabilities in order to develop a financial plan to meet their needs.  For many, this process starts with retirement planning (i.e. how much do I need to save to retire by a certain age), but often encompasses other aspects as well, such as college funding, tax management, and estate planning.  Below are the financial planning services we offer, including those for small to medium size businesses:

  • Retirement Planning
  • College Savings
  • Estate Planning
  • Cashflow Analysis
  • Health Savings Accounts
  • Tax Management
  • Insurance Needs
  • Business Valuation and Retirement Plans
Website Builder