DPH Financial Services, Inc was founded by Dave Harris in 2011. Dave was fortunate enough to have an industry titan as a mentor who helped develop his knowledge in this specific space.
About
DPH Financial Services, Inc was founded by Dave Harris in 2011. Dave was fortunate enough to have an industry titan as a mentor who helped develop his knowledge in this specific space.
Dave is dedicated to providing comprehensive, highly personalized insurance, retirement & estate planning services to individuals, families and businesses. He holds the highest standard of client service and knowledge of products to benefit his clients. He serves his clients by listening closely to their goals, objectives and concerns and working with them to develop a superior and comprehensive plan.
Dave maintains the highest level of knowledge and expertise through ongoing continuing education and frequent attendance at nationally recognized conferences on the most current information regarding planning techniques, advanced planning concepts, strategies and changes in the tax laws, all relative to Estate Planning.
Dave offers various forms of insurance to fund trusts, including premium-financed life insurance, and other financial planning and retirement income products. Our planning is designed to protect clients and their children and grandchildren from a second and possibly a third generation of Estate and Generation-Skipping Transfer taxes on all assets transferred to heirs.
In 2021, DPH Financial Services became an owner firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Lion Street comprises an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients. Dave is a Qualifying Member of Million Dollar Round Table, a member of Top of the Table and Court of the Table, the Premier Association of Financial Professionals.
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