(215) 682-9047
1500 Horizon Dr. Suite 111 Chalfont, PA 18914

Tax & Accounting Advisors

Under our corporate umbrella, the DGK Financial Advisors Group provides the strategic intelligence and guidance you need to grow wealth effectively and shield assets from unnecessary taxation.

Asset Protection & Insurance Planning

  • Life, Disability and Long-Term Care Insurance
  • Insurance Needs Analysis and Planning
  • Policy Review and Audit
  • Risk Assessment and Management

Business Planning
  • Employer-Sponsored Retirement Plans
  • Business Succession Planning
  • Buy/Sell Planning
Estate Preservation & Planning
  • Wills, Trusts, and Estate Tax Minimization
  • Multi-Generational Planning
  • Planning for Children with Special Needs
  • Charitable Giving
Retirement Planning
  • Investment Assessment, Management and Monitoring*
  • 401(k) Investment Planning*
  • Retirement Income Planning
  • Pension and Qualified Plan Distributions   
  • IRA and Roth IRA*
Wealth Management Services
  • Holistic, Coordinated and On-Going Advice
  • College Planning and 529 Plans*
  • Tax Minimization Strategies

*Securities and Investment Advisory services:   www.dgkfinancialadvisors.com   

DGK Group has earned top rating among accounting firms in Chalfont, Pa., accounting firms in Philadelphia, and accounting firms in Warminster, Pa. We provide careful, complete and reliable financial analysis with financial analysts serving Philadelphia, and the surrounding tri-state area.

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