Our DCPA Services

The financial management process at Diefendorf Capital Planning Associates begins with an in depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you`re confident in and comfortable with the financial suggestions we make.

Some of the services we offer:
INSURANCE & EMPLOYEE BENEFITS

• Capital Needs Analysis & Risk Management
• Estate Conservation - 2nd to Die
• Long Term Care & Home Health Care
• Group Life
• Group Medical
• Group Disability
• Group Dental
• Cafeteria Plans
• Employee Benefit Booklets
• Payroll Deduction
• On-Line Benefits Login: Diefendorfdemo Password: Diefendorfdemo
• Payroll Services

FINANCIAL PLANNING 

• Currency Exchange Rates
• Cash Management
• Charitable Giving & Estate Planning
• Risk Management
• Comprehensive Personal Strategic Planning
• Business Succession Planning
• Family Wealth Counseling 
   

INVESTMENT PLANNING

• College Planning (Sec. 529)
• Moneymax(TM) Financial Personality Profile
• Mutual Funds, Annuities, Brokerage Services
• Hedge Funds / Alternative Investments
• Foundation and Endowment Consulting
• Registered Investment Advisory Services 

RETIREMENT PLANNING

• Social Security
• 401(k)Plans
• Profit Sharing
• Money Purchase
• Defined Benefit
• Keogh Plans
• Mock DOL Audit Program
• 401(k) "Look-a-Like" Deferred Compensation

TAX PLANNING

• Individual (1040) Preparation
• Business (1120) Preparation
• Financial Statements

3 DIMENSIONAL WEALTH PLANNING

• Family Legacy Manuscript
• Family Foundation
• Family Summits