Frequently Asked Questions

Please reach us at info@dsrtcptl.com if you cannot find an answer to your question.

Who are your services designed for?

Our services are tailored for individuals, families, and businesses at any stage of life.

Can you help my business switch to one of your plans?

We work closely with business owners to ensure a smooth transition to our customized retirement solutions, providing both plan design and employee education to make the switch seamless. Feel free to ask us if your business would benefit from potential opportunities.

Do you offer education for my employees about retirement planning?

Yes, we provide in-depth education sessions and resources for employees to help them understand their retirement options and make informed decisions for their future.

How do you ensure compliance with state and federal regulations?

Our Chief Compliance Officer, Mario Nieto, ensures that DCMG adheres to all state and federal regulatory requirements, maintaining a strong focus on transparency and ethical practices. In addition, all DCMG team members are required to go through all training that is mandated by federal and state law.

How long does it take to set up a retirement plan or an investment into private equity?

The setup time depends on the complexity of the account and your individual circumstances. However, we prioritize efficiency and aim to make the process seamless and timely.

Do you charge fees for initial consultations?

No, our initial consultations are complimentary. This allows us to understand your financial goals and provide tailored recommendations without obligation.

What sets you apart from other financial service providers?

At DCMG, we pride ourselves on delivering client-centric service with integrity, transparency, and a commitment to excellence. Every financial solution is tailored to our clients’ unique needs and goals, encouraging a personalized and impactful experience. We offer Private Equity to accredited investors.

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CRD#: 322100. Learn more on the SEC website, or search our current CRD number on Broker Check.