DJ PUFF ADVISORS GROUP
Our focus is on asset accumulation through individual and employer/group retirement plans for small businesses, non-profit organizations, and education professionals. Subsequently, asset preservation is achieved through advanced directives, which include wills, trusts, POAs, and Medicaid protection strategies.
OUR MISSION
Our Mission is to forge a close personal working relationship with you. This relationship will be the foundation upon which we will build an efficient and effective financial plan designed to meet your life goals. We are committed to the individual needs of our clients and will never abuse the privileged client-advisor relationship.
OUR PHILOSOPHY
Many Advisors stress rate of return as the most important factor when investing. While rate of return is very important, time is far more reliably predictable. In 21st Century America, an individual’s life expectancy is significantly greater than it was 75 years ago.