Retirement Planning

DGIS is happy to share that we are adding a new service offering to improve relationships with our clients. We have begun a new partnership with Epsilon Financial Group, Inc., a registered investment advisor specializing in fiduciary plan services. Although DGIS is not a business that provides investment advisory services, we want to demonstrate a proactive approach to help meet the needs of our clients.

Offering a retirement plan is a valuable tool for businesses to attract and retain talent while fostering employee satisfaction. It also clearly demonstrates a commitment to your employees' financial well-being

Through a no-cost benchmarking report and subsequent analysis,  you will be provided valuable insights to working with a 3(38) Advisor and Team along with recommendations moving forward.   These recommendations can help to improve the competitiveness of your offerings, and assure you are providing the best retirement opportunities for you and your employees.

The retirement plan team utilizes cloud-based platforms and fiduciary responsibilities/services, which offers a promising solution to alleviate the burden and complexities of managing retirement plans for employers. By embracing these innovative solutions, businesses can streamline operations and focus on their core activities while providing employees with robust retirement benefits.

Investment advisory services offered through Epsilon Financial Group Inc. (EFG), an SEC registered investment advisor. EFG and Darci Gutierrez Insurance Services are separate an unaffiliated entities.