Moment On Money
 

Dear Clients and Friends: Happy New Year! Are you one of the many Americans who consider the beginning of the year to be an opportunity to refresh, adjust, and improve? The New Year’s Resolution has become a staple of our society. The first of January also defines an easy period to “start fresh” in regard […]

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Dear Clients and Friends: Last quarter’s client letter focused on a major personal financial transition – retirement. Shortly after that letter, DV Financial began a major business transition. On August 24th we announced a new SEC Registered Investment Adviser (RIA), Independent Wealth Network, Inc., which I co-founded. Since our previous RIA was owned by our […]

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DV Financial offers financial advice and investment management; from specific needs such as retirement income & education planning to comprehensive financial planning for individuals, families, and businesses. We employ the modern tools, technology, and resources you can find at any one of the best financial planning firms in Greater Des Moines or even Central Iowa. Our goal is to make your experience as comfortable as possible by explaining your money and our recommendations in common terms while providing excellent customer service.

2763 86th Street
Urbandale, IA 50322
515-255-3354