Broker Check

You Need More than a Brokerage

Its about <strong>YOU </strong>

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.

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Your Personal CFO offers more than a brokerage.

We manage all the moving parts needed to achieve your financial goals:

Financial Planning

Financial Planning

Investment

Investment

Insurance

Insurance

Retirement

Retirement

The Secure Act

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.

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."