Letter to Clients: 1st Quarter 2011
The end of 2010 brought with it several changes at DV Financial.
Insights & Other Important Communication
The end of 2010 brought with it several changes at DV Financial.
Years ago I was approached by an attorney about a financial program he had developed which had a lot of potential for owners of some closely-held businesses. The strategy was not new, I had seen it before. But the manner in which the attorney approached this complex planning was well done and particularly appealing. The attorney wanted me to introduce his program to some of my clients.
First for some quick housekeeping. I am pleased to announce that I have changed my broker-dealer affiliation from Ameritas Investment Corp. of Lincoln, NE to Broker Dealer Financial Corp. (BDFS) of Johnston, Iowa.
It is difficult to believe 2010 is already 25% (and by the time you receive this probably closer to a third) behind us.