We are a disruptive team of professionals specializing in various areas of financial services, with decades of experience and a world-class financial planning platform that we make available to our clients at no cost.
DSquared Financial exists to improve the quality of life for our members and the communities where they live, work and play. We do this through financial education, mentorship and volunteer activities. Our clients include families and small businesses (as well as their employees) nonprofit organizations and government agencies. A percentage (25% of our profit…*generated through the sale of Life Insurance and various financial services) is dedicated to be invested within the communities that we do business and helps to fund financial mentorship programs in under-served communities throughout the country. We believe in giving back!