What are your dangers, opportunities, and strengths in your business and family life? Most people become “siloed” because that is the world your advisors work in. Attorneys want to draft documents, CPAs want to file tax returns, and insurance agents want to sell policies. DPIS/DPA is here to come up with “a total solution”.
This is done through our dynamic process called RAM. RAM captures your goals and identifies appropriate products and strategies. Our RAM process allows you to identify and facilitate the best team of advisors. This tool then helps you maintain the plan so we are able to follow through with administration and maintenance going forward.