How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.
~ Robert G. Allen

Your future
begins now

Your future truly begins now. Having a savings account is a great start, but a savings account isn’t making your money work as hard as you do. We can help you make the most of the money you set aside. You deserve a safe, comfortable retirement and investing your money wisely now will help you achieve it.

We have many tools available to invest your money so that you reap dividends and feel comfortable about the investment choices you make.

We’ll discuss the upside and down side of many options, including:

  • Stocks and Bonds

  • Mutual Funds

  • Exchange-Traded Funds
  • Tax-Tree Investments
  • Certificates of Deposit
  • Treasury Notes

  • Unit Investment Trusts (UITs)

  • Direct Participation Programs
  • Annuities
  • Real Estate Investment Trusts (REITs)
Rule of 100
4 Tax Buckets
Losses and Gains

Contact D&Co

Are you ready to start a conversation?
419-873-8500

dan@devernaco.com

Check the background of Ameritas Investment Company, LLC or this investment professional on FINRA’s BrokerCheck