Welcome to DJ Puff Advisors Group
It is impossible to predict the future though some events are inevitable (death & taxes). Some are possible (nursing home confinement). Some are very unlikely (win the lottery). Our goal is to help you achieve and maintain financial independence by mitigating the consequences of the inevitable and possible through planning that does not rely on the unlikely.
We combine our experience with your unique situation to create a road map for your future. The road map is designed to prepare for the inevitable and address the possible enabling the effective use and strategic transfer of financial assets.
Competent and effective professional planning will temper most of life's financial variables. It is our belief that professional guidance is an essential ingredient in a successful financial plan.
Ready to get started? Please contact us and we will get back to you right away.