Today, more than ever, there is an overwhelming amount of financial information available and it can be confusing to know which options make the most sense. At DST Financial Services, we are committed to providing independent and unbiased advice and offering only investment products and services that we believe are best suited to help meet your financial objectives and goals.
Customized Investment Solutions
Structuring investment plans is an art and we take pride in providing these essentials for our clients. We will evaluate your risk tolerance, time horizons, expenses, and income needs, and work together to develop an investment diversification and tax management strategy that is tailored to your specific objectives. It is our responsibility, as your advisor, to watch the markets on a daily basis, manage risk and protect your wealth, and actively search for opportunistic investments to help you capture the growth you seek.
Our Interests Are Aligned
We prefer to work with our clients through a fee-based relationship. This means that we have removed any consideration of commissions from the equation. There will be no surprises – we will develop and agree to a fee schedule up front. Our compensation is directly tied to how your portfolio performs. You can be confident that we have a vested interest in your financial success and will not pressure you to buy or sell investments that do not align with your objectives.
By using a fee-based approach to investing we are able to manage your portfolio based on your objectives and comfort zone through all market cycles. Knowing your short- and long-term goals will enable us to keep our eye on the big picture and help you avoid making emotional decisions that may not be in your best interest. Communication is key, so we expect you to contact us with any changes that may affect your long-term needs, as well as questions or concerns that you may have along your financial journey.
Managing Your Assets
Making sound decisions with your hard-earned money is a job we take seriously. We have chosen Charles Schwab (Schwab) to handle trade execution, clearing, custody, and other investment related services for our clients. Schwab is recognized as one of the largest independent custodians and most admired companies in the securities industry. In addition to protecting your assets, Schwab provides access to a full spectrum of investment options, low cost services, and 24 hour account availability.
DST Financial Services, 30 Springhill Farm Court, Cockeysville, Maryland 21030, Phone: 617-290-5965, Fax: 866-544-7492, firstname.lastname@example.org
Dan Taylor, registered representative of and securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. DST Financial Services and Cambridge Investment Research, Inc., are not affiliated companies.
Cambridge Investment Research, Inc. does not offer tax advice.
This communication is strictly intended for individuals residing in the states of DE, CA, FL, GA, IL, KY, LA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, and DC. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, DST Financial Services makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.