At Damon, Topham & Company, we pride ourselves on core values, independence, comprehensive services and sound financial advice.
Led by Michael J. Damon, CPA, our financial services group, DTC Financial Associates, LLC, offers both financial and life planning services that are uniquely designed for you, your business and your loved ones.
We provide financial planning for small business owners which includes:
- Review of health insurance benefits for employees
- Wealth management
- Succession planning
- Exit strategy consultation
We also offer personal financial planning which includes:
- Retirement planning
- Review of equity and debt securities for rates of return and asset allocation
- Review of life, health and property insurance
- College education financing
- Goal setting for personal and household budgeting
Whatever your financial needs are, we will help you reach your financial goals. |