Its about YOU
You need a single-source financial solution -- a Personal CFO who can guide and help manage the complexities of your financial life.
Destiny Financial Group offers broad investment options, top-tier licenses, CFP certifications, and the resources and strength of major financial services firms to serve as your Personal CFO.
With over 20 years experience, including a background with some of the nation's largest investment firms, we provide the fully-rounded expertise to manage every aspect of your financial life.
Financial Planning
Investment
Insurance
Retirement
The Secure Act
The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected. While the most drastic changes were made to retirement accounts, there are several other provisions that have also changed investment strategies for younger investors.