For the second year in a row, D3 Financial Counselors was named a Five Star Wealth Manager in the November, 2011 edition of Chicago Magazine. This award is administered to less than 2 percent of licensed wealth managers in the Chicagoland area. To be named a Five Star Wealth Manager you must score the highest in overall satisfaction as determined by a client and services industry professional focused survey conducted under the direction of Crescendo Business Services.
- The Importance of Tax-Efficient Portfolio Rebalancing
- Tax Strategies for Charitably Inclined Taxpayers
- D3 Nominated for Santa Fe Chamber of Commerce Business Award
- A Solution for Business Owners Seeking Tax-Deferral & Savings Beyond a 401k
- Benefits and Considerations of Donating to Charity Using Qualified Charitable Distributions
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