It’s time to recalibrate your investment portfolio

Help recalibrate your financial portfolio following the impact of COVID-19 with DBS Investment Advisers, LLC. DBSIA is endorsed by the MDA because they specialize in working with dentists at every stage of their professional lifecycle. MDA members qualify for reduced fees. The more your portfolio grows, the greater the fee reduction!

DBSIA offers assistance with:

  •     Customized financial plans.
  •     Debt reduction strategies.
  •     Individual portfolio management.
  •     Personal individual retirement account (IRA).
  •     Roth IRA.
  •     Simplified Employee Pension (SEP) IRA.
  •     Savings Incentive Match Plan for Employees (SIMPLE) IRAs.
  •     Cash balance plans.
  •     401(k) plans.

Take advantage of this exceptional benefit of your MDA membership and call DBSIA at 800-327-2377 or email Ted Schumann II at ted.schumann@dbsia.net.

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