Over the years, clients have requested help with their own financial management for a number of reasons.

As time goes by and for a number of reasons,  bill pay, tracking cost basis of stocks or accounting of personal expenses for tax deduction purposes gets placed on the back burner and not thought of again until that information is required. 

With that in mind and to afford clients more personal time, DGK can provide any or all of those services. Contact us for more information.