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Women In Transition

Times of transition can leave you feeling overwhelmed as you learn to navigate new territory. Whether your transition has resulted from a job change, sale of a business, change in marital status, or loss of a partner, spouse, or parent, we are here to help. Meeting with the advisors at DSB Wealth Management can help you build a solid plan for the next steps in your life by using the following services:

  • Identify and Prioritize Goals
  • Insurance and Social Security Filing Strategies
  • Strategic Income Plans
  • Organize and Consolidate Accounts
  • QDRO Distributions