At Your Service
Congratulations!
You signed the contract and your earning potential has sky rocketed. At this point in your career and with several million dollars to look forward to in your near future, it is important to establish the proper blueprint for long-term wealth creation.
At DBA, Inc. we offer an integrated approach to evaluate, grow and preserve your wealth while elevating the financial strength of your entire family.
Business Startup
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Establish Business Entities, LLCs, Non-Profit Organizations and Foundations
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Business Development: Optimize and improve the way you operate efficiently and cost-effectively. We work with you to deliver thoughtful, practical guidance and recommendations
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Business Plan Review: Startup consulting services come with invaluable benefits just by avoiding costly mistakes.
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Business Banking Setup
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Business Credit Development
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Professional Licensing Preparation
Banking and Finance
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Personal and Business Retirement Planning
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Financing and Lending
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Real Estate Investing Consulting and Planning
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Estate and Succession Planning
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Accounting (Tax Preparation and Planning)
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Payroll Services
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Bookkeeping Services
Risk Management
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Business and Liability Insurance
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Health Insurance
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Disability and Workman's Compensation
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Estate and Succession Planning
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Key Man Planning
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Errors & Omissions Insurance
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Directors & Officers Insurance
At DBA we deliver actionable solutions to real business challenges that span across people, technology, data and finances. Whether you’re an established business experiencing new challenges or starting from the ground up, we work with you to deliver practical guidance, recommendations and on-going support.
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Our Partners
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Banking and Lending: KeyBank, Chase, Wells Fargo, Huntington, Sure Sports
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Risk Management: SafeCo, Travelers, Progressive, Mass Mutual, BrightHouse, Lincoln, Prudential, Principal, Chubb, Lloyds of London
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Investment and Retirement: JP Morgan, Capital, Fidelity