Fee-Based Billing

August 1, 2006 | ipso

Over the last few years, Demming Financial Services Corp. has gradually been evolving into a predominantly fee-based organization, as most of you are already aware. As a full-service financial planning firm, we are committed to serving the best interests of you, our clients, throughout all facets of life – from cradle to grave so to […]

Annuities

| ipso

Although not unilaterally opposed to annuities, Demming Financial Services Corp. (DFSC) generally discourages their purchase. We never recommend pre-tax (qualified) annuities and rarely use after-tax (non-qualified) ones, and when we do, they are mostly due to 1035 exchanges. They are called this because 1035 refers to the specific provision in the tax code that allows […]