DISFINANCIALGROUP.COM

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This topic can mean different things to different people. There are some people who wish to accumulate as much wealth as possible, others want to keep what they have, while some feel that wealth lives inside of them –through good health, good family, and charitable giving. Whatever wealth means to you, we can help you achieve your goals. Keeping with our theme, we are your ‘crew’ - we are here to help and guide you down the path to financial independence; whatever that means to you. We are Advisors, but would rather be thought of as Screenwriters, and we ARE different. Our goal is not to sell you a mutual fund, or an insurance policy. We are not going to try and convince you that you need some CRAZY amount of money to retire comfortably. Our goal, through our Wealth Builder process, is to educate, and to provide you with a plan, a ‘screenplay’, to make your script come to life. This is not the forum to dive into details, but as Advisors, our approach begins with educating you on our product and service offerings and how we are compensated, a topic that is often glossed over.

I just wanted to send a note to say that I am continually impressed by the excellent service that DIS provides. The few times I have requested support from DIS it has been fast and efficient. It makes a pleasant change to deal with a company that takes pride in providing a first class service. I have no problems at all recommending your company. Keep up the good work and thanks for all your help so far.

Be prepared with a plan of action as to how you will continue to service your customers if your premises are being repaired after a loss. (This will help you to avoid losing your customer base.) Consider availability of temporary premises where you can resume operations immediately.

Inter Medico has entrusted D.I.S. Financial Solutions Group with its insurance needs for well over a decade. Partnering with D.I.S. has been an excellent experience from the beginning. Their professionalism and in depth knowledge of our requirements has been invaluable. Kris, Geoff and their team always take the time to explain our options, quickly respond to our questions and continuously strive to add value to our business partnership.

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