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Fiduciary

We provide the highest level of care and accountability. Everything we do must be in your best interest.

Complete Transparency

No magic tricks or distractions. Everything we do is transparent. Log into our online system to see your accounts any time, from any device, no matter where you may be.

Experienced

We have been serving client needs for over 30 years which means we probably have experience in situations like yours.

Local & Available

We are not a large institution. We are your neighbors who happen to offer financial expertise. When you call, we answer. When you need someone, we are here.

Different People. Unique Needs

Some people need help accumulating and growing wealth. Others need assistance with the responsibilities wealth creates. No matter your money issues, we will help you find the solutions which best fit

Retire Confident

Retirement is a once-in-a-lifetime experience, but we have helped people retire comfortably and confidently for over 30 years. We can help you too.

Get Comfortable

We provide a safe and relaxed environment where you can be comfortable with your money.

The media provides exposure, not advice

In this age of information overload, there are an over-whelming number of financial opinions. We help you focus on your specific financial goals by using our experience and knowledge as a filter to cut through the constant noise and chatter.

Wealth is not determined by money

Wealth is determined by love, happiness, and relationships. The number of dollars in your account does not make you more or less than anyone else.

It is a journey,
not a destination

No matter what your stage of life and career, we can help you. As you change and grow, we adjust so your plan continues to fit your needs.

It takes two to tango

We provide the know-how; you provide direction and guidance. 

Investing, not trading

It is not flashy, but the long term outlook has stood the test of time. We seek to capitalize on this trend through patience and discipline rather than guessing when to zig and when to zag.

Simplicity

It is our job to explain your money in simple and straight-forward terms, not to impress you with jargon and investment “speak”. You can never ask too many questions. 

Putting it all together

All the parts of your life are connected. Getting to know you goes beyond your finances. We want to know your values, hopes, and dreams so your success is not purely financial. A life measured only in dollars can never be rich. 

You are not your neighbor

There is no magic formula that works for everyone. We have the knowledge, experience and tools to help you plan and achieve your goals.

Independence brings freedom

Our “product” is our guidance and advice, not specific investments. We are neutral and transparent when selecting the solutions necessary to implement your plan.

Blog Posts
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25
Jun 2012
By Art Dinkin

A New Web Resource

I have not been publishing as much as I would like and there is a reason. I have been busy writing for another website.

The Moment on Money blog is now 5 years old and has also served as our firm's website. But as the firm has grown so has our team and the services we offer. The time has come for us to launch a new website focused on the entire firm; www.dvfin.com. One of the features we are most proud of is the new client portal.

With this online system, clients have a personalized, secure website where we can help consolidate all of their financial data. It is a collaborative system where we can share and exchange information. Financial reports are available on demand with a few simple clicks. We can even share some of the data with other professionals such as accountants or attorneys.

The system automatically measures where you are and constantly compares it to where your financial plan thinks you should be. We can show you what would happen in any "what if" situation you could imagine, and we can model how likely it is for the plan to work.

Very recently, the client login feature went live. The rest of the new website is under development but should be released before the end of the quarter. More information about the client login system is already up on the site. Check it out. See why DV Financial is one of Greater Des Moines premier firms for financial planning, investments, and insurance.

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