Client Resources

Schwab Accounts – Access your account.

DST Financial Services – In a profession based on objective advice, true independence offers many choices intended to benefit you, the client. Your choice of an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.

Survivor’s Notebook – Developing and maintaining a personal estate plan is essential to achieving your financial security. Gathering your financial information into one document provides a centralized place where your information can be organized and maintained, making things simpler for you and your family in the event of an emergency or death.

Avoiding Self-destructive Investor Behavior – Investor behavior is often the biggest hindrance to long-term wealth. At DST Financial Services, we recommend that everyone reads this piece to see how greed or fear can potentially diminish investment returns. We encourage all clients and prospective clients to understand what constitutes successful investor behavior.

Warren Buffet – Timeless and sage advice from one of history’s most successful investors.

Rising Above the Herd – Rather than following your peers during market highs and lows, this piece simulates how investors have been better served by staying the course during all stages of the market.

Beyond Investment Illusions – Long-term focus is the key. Become a better informed and more sophisticated investor by learning from others’ common mistakes.

Quarterly Newsletter – Access the latest quarterly newsletter anytime right here. This newsletter is sent at the beginning of each quarter and contains various content that we hope you find educational and enjoyable.