What We Do

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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
You should neither construe any of the material contained herein as business, financial, investment, hedging, trading, legal, regulatory, tax, or accounting advice
nor make (Destiny Financial Team LLC) the primary basis for any investment decisions made by or on behalf of you, your accountants, or your managed or fiduciary accounts.
You are encouraged to consult your business advisor, investment advisor, attorney, and tax and accounting advisors concerning any contemplated transactions.

Working with our Team	Destiny Financial Team, LLC is built on over 100 years of combined experience working with families, executives and business owners.
Providing Premier Solutions	Our goal is to create a customized plan designed to provide you peace of mind for generations to come. Destiny Financial Team, LLC specializes in Estate, Retirement, Business and Investment plans. We continuously vet companies to find the model that will suit your unique needs and insist on financial strength and stability.
Case Design	The Destiny Financial Team works with you from start to finish, fulfilling your plan goals. We design strategies to suit your needs and do the legwork to ensure that your case is being considered from all angles to help achieve each of your plan objectives.
Due Diligence on the Financial Stability & Ratings of Companies	We are continuously looking for the best companies in every product area. We review financial analyses in the market to be sure the ratings and stewardship of each company are strong and will stand the test of time.
Underwriting & Case Support	The Destiny Financial Team is well equipped to drive your case in an expeditious and thorough manner through years of direct relationships with the companies we represent.
Advanced Planning Solutions	Destiny Financial Team, LLC provides a personal touch in customizing solutions that fit your business and estate needs. We offer comprehensive analysis and cutting edge strategies. Our areas of expertise include the following concepts: