Our Services
DHT Financial Group offers comprehensive financial planning services that are tailored to the unique needs of each one of our clients. We are proud to provide personalized solution-oriented services that are relational, holistic, and client-focused. Whatever your financial planning needs happen to be, DHT Financial Group is standing by to help you achieve them.
Financial Planning: Today may be certain, but tomorrow is anything but. DHT Financial Group supports clients in all stages of life, with financial planning services that deliver peace of mind in a world of uncertainty.
- Comprehensive Retirement Planning
- Cash Flow “Your Spending Plan”
- College Planning
- Estate Planning
- Money Management
- Risk Management
- Tax Reduction Strategies
- Investment Services Include Management and Trading in:
- Common Stocks
- ETF’s
- Mutual Funds
- REITs
- Brokerage Accounts
- Variable and Fixed Annuities
- Qualified Plans to Include: Traditional IRAs, Roth IRAs, 401(k), 403(b), SEP, and Simple IRAs
- Non-Qualified Investment Accounts
Group Insurance: Ensuring the proper care of your employees is one of the best benefits you can provide. Donohue-Hart-Thomson Financial Group specializes in group insurance plans that deliver exceptional care supporting your bottom line.
- Medical
- Dental
- Long-Term Care
- Life
- Disability
Individual Insurance: As an individual, it is important to protect yourself and your family. Part of that protection means preparing for life’s unknowns. With Donohue-Hart-Thomson Financial Group, secure your future with individual insurance plans.
- Medical
- Dental
- Long-Term Care
- Life
- Disability