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Navigating Uncertain Times

It’s hard to remember when we’ve had so much financial uncertainty and fear. We are here for you to help manage the impact of COVID-19 and market volatility. We value your trust and loyalty and look forward to our continued association. Be reassured that your well-being and best interest is our primary concern.

Don’t hesitate to call / contact us anytime for any reason!

Thank you, Michelle & Jay


H o l a   &   H e l l o

For 20 years, De Soto & Company has been Focused on its client’s Financial Well-being; providing understandable and workable financial solutions; earning their trust and goodwill with every recommendation; making them and their family’s future its top priority.

We are committed to assisting its clients with understanding products and strategies designed to help them achieve their goals.

We believe the most effective investment program is one in which you are vested, and focuses on your goals, values and life experiences.

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!

Learn more
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!

Learn more

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?

Our first priority is helping you take care of yourself, your family and/or your business. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

As “Fiduciary” we accept our responsibility to present solutions that are suitable and clearly in Your Best Interest.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Visit our Resource Center

Call / Contact Us today! 

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