Our Founder
Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
DJM ADVISORY GROUP, LLC
We are an independent insurance agency, which means we work for you not the insurance company
Let us insure your Life & Home
Let us insure your Business
Let us insure your Car
Let us insure your Health
MOBILE OFFICE UNIT
- On site planning and product implementation
- Independent Mobile Insurance Group
- Contracted with America's TOP Insurance Companies
- Self Contained Unit
- WiFi/ Satellite TV
- On board Power Generator - Power Inverter - Shore Power hook up.
- Vehicle Dimensions 26' x 8'
We BRING the office to YOU
CALL: +1 (845) 803.8370
Latest News
An Introduction To Budgeting
Budgeting is the systematic allocation of one's limited resources (income) to a potentially unlimited number of needs and wants (expenses.) Budgeting your income, though oftentimes tedious and difficu...
Read More of this ArticleIntroduction to Financial Planning
Proper Planning
The foundation for investing starts with proper financial planning; setting goals, establishing a budget, gathering financial records and knowing your net worth. The financial plann...
Read More of this ArticleYour Personal Financial Statements
Personal financial statements are the roadmap that guides us from where we are today, to where we want to be tomorrow. They also provide fixed points of reference from which we can measure our progres...
Read More of this ArticleTaxation On The Sale Of A Home
For most of us, our home represents our largest asset. Over time, the management of this asset can make a big difference in our overall financial outlook. One of the largest planning opportunities hom...
Read More of this ArticleRoth IRA Conversion Review
If you have existing retirement assets in a traditional IRA, you may want to consider converting those assets to a Roth IRA. Possible benefits of converting include tax-free distributions at retiremen...
Read More of this ArticleThe Basics Of Retirement Planning
When planning your retirement, it is important to remember that money, more than any other factor, will dictate most of your retirement decisions. Your level of financial preparedness for your retirem...
Read More of this ArticleClick to get aFASTQUICKGREAT Life Insurance Quote!
Smarter Decisions
Our clients’ financial security & quality of life deserve the dedication, expert advice & personal attention.
Lifelong Protection
Affordable Term insurance and permanent coverage we have options to fit your needs.
Specialized Advisers
Who offer personalized solutions of high quality products and retirement planning services.
