Helping Individuals, Families and Businesses Reach Their Financial Goals

With registered representatives, investment advisor representatives, and life insurance professionals from coast to coast, DMK Advisor Group can help you reach a wide range of your financial goals, no matter where you live or work in the United States or Puerto Rico.

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Putting You First Is

The Value of Independence

When you’re looking for a solution to your financial goals, you want to know your advisor is giving you the best possible recommendation available and isn't constrained by their employer's priorities. But advisors working for the big brand-name brokerage firms may be limited to their firm's roster of products, some of which may be created and promoted by the firm itself. Instead, our independent advisors work for no one but you. They aren't required to sell their employer's line-up of promoted products. Rather, they have the freedom to choose from the a wide range of products and companies to create a strategy best suited to your goals and objectives.

Investing & Money Management For

The Guidance You Want

So many of life's most important goals require money...often lots of it. But building wealth takes more than just setting aside money. We also need to ensure that our money grows as much as possible, without taking on unacceptable risk. And that’s why we invest. A wise course of investing can help our funds grow, putting us within striking distance of meeting our goals. A plan that helps you fund these important goals will need to balance your long-term objectives, risk tolerance, and a host of other factors. We can help you achieve your goals with strategies tailored to your needs, whether that's working with a money manager or an independent registered representative.

Meeting a Lifetime of Goals With

The Solutions You Need

Our clients come to us with a vast range of circumstances and goals. Some are individuals just starting out, while others are empty-nesters looking forward to enjoying long-deferred personal goals. Others run businesses for which they are looking for an expansive list of employee and executive benefit programs. Some come to us because they simply want insurance protection to ensure the financial well-being of loved ones, while others want wealth management with a broad range of investments to choose from. Whatever clients need from us, from a single product to a lifelong investment strategies, we're prepared to meet their goals.

Staying on Top of the Issues You Care About Most

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What Inflation Does to Your Buying Power and Investment Performance

April 3, 2025

Each time we go to the grocery store and find inflation eroding our purchasing power, we face a tough choice: spend more or purchase less. And inflation isn't only in the grocery aisle. Home loan rates rise too, currently 7.03 percent for a 30-year fixed mortgage. That means buyers have to lower their expectations for their dream home, or wait until rates drop. Sellers struggle as well, as fewer buyers depress home sales. When it comes to your investments, inflation's effects can be more complicated, benefiting some sectors while punishing others.

Even with Insurance, Medical Costs Remain Top Reason for Bankruptcy

March 12, 2025

Health insurance in the U.S. is expensive, costing the average American $8,951 a year, with a family spending $25,572. You'd think this investment in health coverage would pay off. And yet on average 530,000 Americans file for bankruptcy each year due to unpaid medical bills, with another 59 percent blaming medical costs as a factor. But here's the shocker: Of those numbers, 79 percent had health insurance coverage even as they racked up those medical bills.

Why Their Home is The Biggest Asset for So Many Americans

February 1, 2025

Health insurance in the U.S. is expensive, costing the average American $8,951 a year, with a family spending $25,572. You'd think this investment in health coverage would pay off. And yet annually 530,000 Americans file for bankruptcy due to unpaid medical bills, with another 59 percent of filers blaming medical costs as a factor. But here's the shocker: Of those numbers, studies show that 79 percent of these filers had health insurance coverage while they were racking up those extraordinary medical bills.

Why Starting Early Helps You "Buy" Your Retirement at a Discount

January 1, 2025

Saving for retirement is something only seniors need to worry about, right? Well, no. Past generations could count on employer-financed retirement programs, personal savings and social security benefits. These days, if an employer offers a 401(k) plan, most contributions come out of your paycheck, not their profits. Social security benefits for future retirees may be reduced by the looming social security deficit. That leaves saving for retirement squarely on your shoulders. And here's where socking away a little something with your very first paycheck can pay off in your retirement years.

Financial Life Cycles

What you need from your financial professional depends on where you are in life. Whether you've just earned your first paycheck or looking forward to your last, we've got the solutions and strategies to help you achieve your goals.

Growing Wealth

Many of your goals will require money, often lots of it, to achieve. Whether it's a big purchase, sending a child to college or your retirement, we can help you build the wealth you'll need with strategies tailored just for you.

Spending Wealth

Making sure your money lasts as long as you do requires planning and expertise. We can you plan for a nest egg that will meet your goals, and help you plan for how, when and why you spend it as you wish.

Protecting Wealth

It's not enough just to build wealth. You need to protect that wealth from a whole host of threats, from inflation and risk to misuse by heirs or exposure to creditors. We can help protect the legacy you've worked so hard to create.

Passing On Wealth

One of the joys in life is helping those we care about after we're gone. We can help you protect loved ones with strategies to ensure their financial well being after you're gone, and that help you create legacies for loved ones and charities.

It's Easy to Get Distracted and Lose Sight of the Big Picture.

Here's what really matters

It's easy to get caught up in the day-to-day challenges demanding our attention and take our sights off the big picture. But one way or another, you're creating a legacy for yourself and those you love. If that legacy isn't the one you intended, it may fall well short of the one you've envisioned. That's why, more than ever, you need the professional expertise of a financial professional to help you chart a course to where you want to go in life.

The Horizon is Yours As An Independent Financial Advisor With DMK Advisor Group

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Kelvin Douglas

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Janak Desai

Chart Your Course