Helping Families and Businesses Succeed…

 

       Generation to Generation

Helping Families and Businesses Succeed…

 

Generation to Generation

Our Approach

Ask yourself these three, straightforward questions

  • Are my key questions being answered?
  • Do I have ongoing concerns?
  • Am I actively engaged in my own financial experience?

If you can’t answer these with a resounding “Yes!” then read on…

We believe the path to financial success is personal. The DNFM team acts as your guide on this path. Each step is purposefully designed

  • To ask you the right questions
  • To explore your possibilities
  • To take action toward your desired outcomes

The DNFM Experience© integrates your financial resources with your vision of personal fulfillment and security. Your first step is to engage with us via GameBoard©…our innovative, leading edge technology delivering leading edge thinking.

Ultimately, we want you to believe in your ability to make financial progress…to achieve financial self-efficacy.🛈 

DNFM’s skills are focused on and applied to our clients’ objectives.  Our ever-evolving world demands agility.  We serve our clients in an ever-growing list of practice areas:

  • Personal Wealth Building & Enjoyment
  • Protected & Secure Retirement Strategies
  • Multi-Generation Wealth Creation & Distribution
  • Business Value Optimization
  • Business Capital Transfers Using Efficient Keep-Sell Techniques
  • Company Sponsored Key Contributor Compensation Programs

We’d love to partner with you as your guide.

Start the DNFM Experience©. Click the play button below.

Personal Lifestyle Planning

Business Life Cycle Planning

Dietz Gameboard©
with
DNFM Awareness©

 

Identify life’s want to do’s and have to do’s

Clarify your dreams and focus on your opportunities

Get ready to make progress

 

WhaleTail Gameboard©
with
DNFM Tier System of Business Owner Priorities©

 

Prioritize your key concerns

Determine your preparedness to face issues

Improve your probability for business success

 

Personal Lifestyle Planning 

 

Dietz Gameboard©

with
DNFM Awareness©

 

Identify life’s want to do’s and have to do’s

Clarify your dreams and focus on your opportunities

Get ready to make progress

 

 

Business Life Cycle Planning

 

WhaleTail Gameboard©
with
DNFM Tier System of Business Owner Priorities©

 

Improve your probability for business success

Prioritize your key concerns

Determine your preparedness to face issues

 

 

Main Office

5775 Nimtz Pkwy, Ste 110
South Bend, IN 46628

Call Us

574-287-4462

EMAIL