DTGI Group, LLC’s key focus is to help you reach your financial goals. We work with you every step of the way so you can attain financial security. We don't believe in a one size fits all solution.
We believe that every individual, family and business deserves a chance to achieve their financial goals. Our financial coaches specialize in educating others on how to increase cash flow, achieve and preserve wealth, build an emergency fund, and how to eliminate debt.
We can also assist in helping you find the right life insurance that is affordable, in addition to other various insurance solutions, to make sure you are covered just in case of an emergency. With a rolodex of over 100 providers, we are confident that we can find a personalized solution for your needs.
Our financial services are 100% free, we will never invoice you for the services we provide.
No matter what financial challenges you face – whether it’s debt, limited savings and investments, or lack of life insurance — they can be resolved successfully. By providing you with a better understanding of your financial situation and access to products and solutions that are appropriate for your specific goals, we can help you achieve your dreams.
We will assist you with: Create a budget for your monthly expenses and needs – and stick to it. Spend less than you earn. Raise deductibles on your auto, homeowners and other insurance policies, which can help to lower premium. Look for ways to earn higher interest on money that is currently in low-interest savings accounts. Start a second career or a part-time business to earn additional income (In Georgia). One of the biggest obstacles to a sound financial future is consumer debt. It’s important to have a strategy that can help reduce and eliminate debt.
Don’t think you need an emergency fund? Consider these potential expenses and scenarios: major car repairs, major home repairs, major appliance repairs or replacement, Loss of a job, Serious illness or hospitalization and extended elder care or long-term care. Having an extra source of funds gives your family peace of mind during a stressful time.
There are many steps you can do to reduce debt. We are skilled to find the perfect solution for you.
When developing your financial strategy, it’s important to ensure you put a long-term asset accumulation program in place that strives to outpace inflation and reduce taxation. When determining the best program for you, ask yourself the following questions: How long do I expect live? How much it will cost to live comfortably during those years? There are key financial concepts that can help you as address these questions. For example, the Rule of 72 is an estimation of the time it takes for money to double. Additionally, understanding the cost of waiting gives you an idea of the financial advantage of starting to save today.
Whether you need protection in case of loss of income or protecting family assets we can help you achieve that goal.
Now DTGI Group associates can provide complete client planning that transforms the way people create their important life documents to meet the needs of an under-served population.
Did you know over 60% of Americans do not have a Will? 90% do not have an up to date, comprehensive estate plan. Important decisions relating to how your assets are distributed, who will serve as guardian for your minor children and who might make health care decisions in the event that you cannot could be decided by a judge without an estate plan. Estate Planning is such a key component of one’s overall financial plan and now I have a product that can help you to get your affairs in order. Click Here to start Planning Today
Financial Investment Solutions
- Life Insurance
- Critical Illness Insurance
- Disability Insurance
- Long-Term Care
- Mutual Funds
- Business Solutions
- College/Post-Secondary Education Funding
- Investment Advisory Services
An essential part of your financial strategy is ensuring that the wealth you accumulated over the years is not impacted by taxes or other unintended consequences. A well-designed strategy can: eliminate probate costs, help manage estate taxes, ensure your legacy reaches your intended heirs, including any life insurance coverage, pensions and annuities. Provide an opportunity to set up medical and financial powers of attorney so that, should you become incapacitated, someone can take care of your finances, make medical decisions for you and more. Please consult with your attorney and/or tax adviser for guidance regarding your specific circumstances.*
* Tax and/or legal advice are not offered by DTGI Group, LLC or their associates. Please consult with your personal tax and/or legal professional for further guidance.
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DTGI GROUP IS BACKED BY TRANSAMERICA FINANCIAL ADVISORS/WFG. SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH TRANSAMERICA FINANCIAL ADVISORS, INC. (TFA) MEMBER FINRA, SIPC, AND REGISTERED INVESTMENT ADVISOR NON-SECURITIES PRODUCTS AND SERVICES ARE NOT OFFERED THROUGH TFA. INSURANCE SERVICES OFFERED THROUGH WORLD FINANCIAL GROUP INSURANCE AGENCY, INC. (WFGIA). TFA, WFGIA AND WORLD FINANCIAL GROUP, INC. ARE AFFILIATED COMPANIES.