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The WOW Factor

Our commitment has remained unshaken and firm to continue looking out, fearlessly, for our client’s financial well-being.

De Soto & Company shall continue to focus on providing our clients with “The Wow Experience” factor.

Since 1998 our client’s financial well-being has been our driving force.

Committed to education and understanding, we help our clients achieve their goals and dreams.

Understanding products and strategies is at the core of making wise decisions. Financial service companies and advisors are many. What truly differentiates us is the moral & ethical fiber of our people. We all have access to the same products. Another differentiation is our ability to understand you, the client and identify with your goals, desires and aspiration. You are unique to each of us.

We have commenced the second decade of the 21st century revived and wiser. Prepare to protect that which we cannot afford to lose!

So, how about you?  Is it your turn to take a firm hold of your finances and your family’s financial well-being? Will you commit today to identify and interview an advisor that understands and shares your views and values; with whom you have a shared affinity for the well-being of your family and community?

Always looking forward and planning ahead.

Retirement
is a cash-flow problem - not an income problem!

Retirement is a cash-flow problem - not an income problem!

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Investments
is a diversification / allocation challenge, not about timing!

Investments is a diversification / allocation challenge, not about timing!

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Estate/Legacy
is about taking care of those left behind and creating your legacy!

Estate/Legacy is about taking care of those left behind and creating your legacy!

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Insurance
is about taking care of those left behind and creating your legacy!

Insurance is about taking care of those left behind and creating your legacy!

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Serving families
and business owners
for over 20 years!

We are looking forward to speaking to you.
Client Centered -What does this mean for you?

Client Centered -What does this mean for you?

Simply, our priority is our client’s financial well-being; yours, your family’s and your business/employees. We endeavor to understand your personal situation and identify your dreams and goals.
We are driven to develop “Long-term relationships” that encourage open and honest communication; this has been a cornerstone of our practice.
As “Fiduciary” we accept our responsibility to present solutions that are suitable and clearly in Your Best Interest.
"Facts tell, Stories sell"- our site is filled with educational videos, articles, slideshows, and calculators designed to help you with financial facts.
If you have a question; send us a note and we'll get back to you quickly with an answer.

Visit our Resource Center