Retirement Plans You Can Trust

DB Financial Partners will help you create a plan that can ensure you have enough retirement income to do the things most important to you.

Charitable Giving that Lasts

DB Financial Partners can help you plan your giving strategy so your legacy can live on for generations…including this one.

Protect Your Assets

DB Financial Partners has strategies to protect your assets from market decline, lawsuits and creditors, while still allowing them to grow.

Avoid Tax Day Suprises

DB Financial Partners can help you get ahead of volatile tax code changes and plan for the future.

Retirement Plans You Can Trust

DB Financial Partners will help you create a plan that can ensure you have enough retirement income to do the things most important to you.

Charitable Giving that Lasts

DB Financial Partners can help you create a giving strategy so your legacy can live on for generations…including this one.

Protect Your Assets

DB Financial Partners has strategies to protect your assets from market decline, lawsuits and creditors, while still allowing them to grow.

Avoid Tax Day Suprises

DB Financial Partners can help you get ahead of volatile tax code changes and plan for the future.

What’s your risk number?

Take our db360™ Risk Analysis Quiz to find out!

Services

Retirement Income

Harness the power of our db360™ system and let us build you a plan that can provide enough retirement income to last you the rest of your life.

Investment Management

Our investment management process is driven by analytics tools that allow us to balance risk management and portfolio management to make informed investment decisions.

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Tax Preparation

Our team can handle your tax preparation and planning as well as investment management to ensure that both your tax plan and your investment plan work together.

Insurance

Whether insuring longevity risk, market risk or health risks, we have access to hundreds of insurers offering traditional and specialized coverages to mitigate these uncertainties.

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Asset Protection

Sometimes protecting what you have is a primary goal. We have solutions that can protect certain assets from creditors, litigation or market volatility while still allowing them to grow.

Charitable Giving

We all have causes that are important to us and humans have a natural desire to help others. Let us help you create a giving plan that maximizes your impact and minimizes your taxes.

Business Services

Whether you’re looking for employee benefits, treasury management or a retirement plan that maximizes the contributions of owners and key employees, we can help.

Estate Planning

We can help design an estate plan that delivers on your wishes, whether that be to provide for family members, support a cause or give back to your alma matter.

Securities Based Lending

Whether it be for tax reasons or appreciation opportunity, sometimes you may not want sell positions. We may be able to help you access the equity in your account.

Contact DB Financial Partners

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Phoenix / Scottsdale
6424 E Greenway Pkwy
Suite 100
Scottsdale, AZ 85254
480.681.0200

Phoenix
5141 N. 40th St
Suite 400
Phoenix, AZ 85018
480.681.0200

Sun City
10240 West Bell Rd
Suite C
Sun City, AZ 85351
623.937.5800

Sun City Office

Sun City Office
10240 W Bell Rd
Sun City, AZ 85351, USA

Phoenix / Scottsdale Office

6424 E Greenway Pkwy Suite 100
Scottsdale, AZ 85254

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors., Inc., a Registered Investment Advisor. Cambridge and DB Financial Partners are not affiliated. Investment products and services available only to residents of states in which their advisor is licensed. Cambridge does not provide tax or legal advice. Tax and accounting services are offered through David J. Dobrusin, CPA, PLLC. David Dobrusin is securities licensed in AZ, CA, IL, NM, NY, and OR. Jeffrey Burg is securities licensed in AZ, CA, CO and IL.