Important consumer information

Our mission is to help individuals and families reach financial peace-of-mind.

We are a fee-only, personal, tax and financial advisory firm.  Our clients  span a wide range of ages and economic situations.  They include those just starting out in their careers to those enjoying retirement.  We employ a unique, holistic method of financial planning and coaching. This method integrates all the areas of your financial life and takes into consideration your individual goals and values.

DS Bross Financial Advisory is the right choice for people who want:

• An ongoing engagement with a small, independent firm that maintains a personal, open door relationship with each client.
  
  
• A fee-only policy that ensures objective advice, free from conflicts-of-interest. (We are compensated only by a predetermined, all-inclusive, flat fee paid directly by the client. We do not accept commissions, referral fees, kick-backs, etc.)
  
  
• Guidance to manage one's entire net-worth, not just an account.
  
  
• A heavy emphasis on tax planning and preparation, and the significant savings that can result from such.
  
  
• A firm that stresses education and encourages its clients to ask questions and understand the advice offered.
  
  

Before we let you hire us we will complete a cost/benefit projection with you, to estimate if we can save you more than we charge you.