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Wealth Advisor

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We’ll help you reach your financial goals with our comprehensive approach to investing and access to a wide range of diverse financial products:

Asset Management

We offer a choice of managed and brokerage accounts, and we create a customized strategy that takes into consideration your risk tolerance and investing goals.

Securing Your Retirement

Retirees are living longer and require greater resources to fund their lifestyles. Make sure your retirement income lasts as long as you do. We can help with successful strategies for securing the retirement of your dreams.

Funding a College Education

College tuition is at record highs. We can help you build a college fund up to the challenge 529. 

Estate Planning

Whether your estate is modest or monumental, estate planning is vital to the preservation of your assets and the protection of your family. Let us help you secure the well-being and financial security of your loved ones, come what may. 

Executive Benefits

Properly rewarding those who have made your business a success — both you and your key executives — is an essential step in protecting the viability of your enterprise. That’s why DMK Advisor Group helps clients bring cutting-edge executive benefit programs into their businesses. 

The Right Qualified Retirement Plan

Let DMK Advisor Group help you bring the right retirement plan into your business for your benefit alone or for the benefit of your entire team. Whether you need a 401(k), SEP or Simple IRAs, we will design a program that works best for you.

Business Continuation Planning

Make sure your business survives when you are no longer at the helm with business succession strategies. 

For more information on how to achieve your wealth goals in life and business, email

Copyright 2023. Securities and advisory services offered through DMK Advisor Group, Inc., member FINRA/SIPC/MSRB. Main office: 17961 Hunting Bow Circle, Suite 102 • Lutz, Florida 33558.Phone: 813.996.6100. Investment Advisory services also offered through Compass Financial Management, LLC, an SEC Registered Investment Advisory. Neither DMK or its advisors offer tax or legal advice

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