DCG Advisory

DCG Advisory We are a fee-only firm specializing in transitioning people into retirement and beyond. I do financial planning for a living and it was still scary.

Are you considering retiring, but feeling a sense of uncertainty about this monumental decision in your life? Or

Are you already enjoying your retirement, but seeking assurance that your financial decisions are tax-efficient, and conducive to enriching your life experiences and legacy? It was almost 10 years ago when my husband decided to retire from a 30 year career. I mean I had worked the num

bers over and over, but it was still a monumental leap. Here at our firm, we pride ourselves on facilitating your seamless transition into the golden years and offering continuous guidance throughout your retirement journey. But we also understand even IN RETIREMENT there are unexpected things that come up and tax laws change.

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It can all be a bit much.

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Our mission is to instill in you the confidence and tranquility that comes from knowing your financial strategies are prudent and advantageous through tried and true methods.​



We operate on a fee-only basis, ensuring that you can trust our advice to be unbiased, with no pressure to purchase any financial products that pay fat commissions. All our services and prices are listed on this website for the most transparency possible because we understand how important this decision is.

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We'd love to be on this amazing journey with you. It truly can be some of the best years of your life. I'm a CERTIFIED FINANCIAL PLANNER (tm) professional which means I have met the requirements of experience, along with the required education (which starts with a college degree) then expects graduate work in different areas of financial planning. I have passed the rigorous exam and meet the ethical standards set by the CFP Board of Standards. I am legally held to a higher standard than a financial advisor without the credential. The certification is one of the highest credentials in the field of financial planning. I am also an Enrolled Agent which is a tax professional who is federally authorized by the US Government to represent taxpayers in matters regarding the IRS. Enrolled Agent status is the highest credential the IRS awards. I'm telling you this so you understand how serious I am about offering the best advice for you possible.

Thinking about retiring soon, worried the planet feels like it’s on fire, or just trying to keep your head above water? ...
08/28/2025

Thinking about retiring soon, worried the planet feels like it’s on fire, or just trying to keep your head above water? 🚀
Check out my new 3-minute newsletter for:
• 5 last-minute retirement moves you can start today
• 5 bite-size eco-habits that really add up
• 5 everyday mental-health lifelines to keep you steady

Which tip will you try first? Let me know below!

MONEY Two Years to Retirement? 5 Smart Moves to Make Now Map today’s cash flow before you quit your paycheck. Pull the last 24 months of bank debits, average them, and you’ll see what “real life” costs now and what must be funded later.

⚖️ “Retirement is the longest vacation of your life. The question isn’t ‘Will you retire?’ It’s ‘Will you do it on your ...
08/25/2025

⚖️ “Retirement is the longest vacation of your life. The question isn’t ‘Will you retire?’ It’s ‘Will you do it on your terms?’”

🌎 “Your retirement plan shouldn’t just be a pile of numbers—it should be a passport to the life you want. Where’s yours ...
08/24/2025

🌎 “Your retirement plan shouldn’t just be a pile of numbers—it should be a passport to the life you want. Where’s yours taking you?”

📊 “The #1 mistake I see: successful people working decades to build wealth, but never planning how to spend it wisely i...
08/22/2025

📊 “The #1 mistake I see: successful people working decades to build wealth, but never planning how to spend it wisely in retirement.”

🛡️ “Markets go up and down. Wealthy families worry less because they know their plan doesn’t.”
08/21/2025

🛡️ “Markets go up and down. Wealthy families worry less because they know their plan doesn’t.”

⏳ “If you knew exactly when to start pulling income from your accounts, you could save six figures in lifetime taxes. Hi...
08/20/2025

⏳ “If you knew exactly when to start pulling income from your accounts, you could save six figures in lifetime taxes. Hint: the answer isn’t ‘wait until RMDs.’”

📈 “Most people focus on growing wealth. The wealthy focus on keeping it. Taxes, legacy, risk management—are you covering...
08/19/2025

📈 “Most people focus on growing wealth. The wealthy focus on keeping it. Taxes, legacy, risk management—are you covering all three?”

“Retirement isn’t about stopping work—it’s about funding freedom. The wealthy don’t hope for it, they plan for it. Are y...
08/19/2025

“Retirement isn’t about stopping work—it’s about funding freedom. The wealthy don’t hope for it, they plan for it. Are you?”

What Can You Do?The Medicaid cuts are already law—but public pressure can halt the implementation and force Congress to ...
08/14/2025

What Can You Do?
The Medicaid cuts are already law—but public pressure can halt the implementation and force Congress to restore funding.

Demand the cuts be stopped, through signing the key petitions I'll list in the comments with links to them.

You can also call your representatives or text “RESIST” to 50409 to automatically message your legislators.

How We All May Feel It Eventually 4. Strain on Small-Business WorkforcesHourly employees who miss new paperwork deadline...
08/14/2025

How We All May Feel It Eventually
4. Strain on Small-Business Workforces
Hourly employees who miss new paperwork deadlines can lose coverage, show up sick, or leave for jobs with better benefits. That churn raises hiring and training costs on Main Street.

If you're interested in Roth Conversions and want to see what it looks like in my planning software, I'm going to go ove...
08/13/2025

If you're interested in Roth Conversions and want to see what it looks like in my planning software, I'm going to go over a strategy on how and when to do them. It's a virtual Lunch & Learn this Friday for the price of a cup of coffee.
I have seen this strategy save people hundreds of thousands in taxes over their lifetimes, I even have helped a few where it saved them millions in taxes over their lifetimes.
I have been bad at advertising this so I would LOVE, LOVE, LOVE for any of you to attend. This strategy works regardless of how much $$$ you have.
You can register here: https://www.eventbrite.com/e/the-millionaires-tax-strategy-few-use-how-roth-conversions-could-save-you-tickets-1532983658389?aff=oddtdtcreator

Stop overpaying taxes in retirement. Learn how Roth conversions could save you thousands, maybe even millions.

How We All May Feel It Eventually3. Crowded, Costlier ERsCoverage gaps push routine care into emergency rooms, driving u...
08/12/2025

How We All May Feel It Eventually

3. Crowded, Costlier ERs
Coverage gaps push routine care into emergency rooms, driving up wait times and bad-debt write-offs—costs that rebound into higher local insurance premiums and property-tax levies.

Address

Works With Clients Nationwide-Headquarters
Estes Park, CO
80517

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

Telephone

+18883576624

Website

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