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 * Home
 * About Us
   * Our Mission Statement
   * Our Location
   * Our Firm
   * Our Services
   * Our Team
   * ACCOUNT GOALS AND WEALTH MONITOR
   * ONE VIEW ACCOUNT ACCESS
   * Featured Links
   * Tell A Friend
 * Resources
   * Articles
   * Calculators
   * Flipbooks
   * Newsletters
   * Glossary
 * Request A Quote
   * Information Request
   * 401(k) Information Request
     * 401(k) Information Request
     * Plan Benchmarking
   * Life Insurance
 * Contact Us


DJR FINANCIAL SERVICES, INC. - INVESTMENTS & RETIREMENT *

2480 Stearns Street Simi Valley, CA 93063


PHONE:

 * (805) 527-2430


E-MAIL:

 * Dan@DJRFS.com


ACCOUNT GOALS

Your Personal Financial Website for investments, budgeting and goal
tracking.Contact our office for a preview and access.

Account Goals Log-in


VIDEOS

We have interesting videos for you to watch on my site.

View Videos


ONE VIEW ACCOUNT ACCESS

ONE VIEW ACCOUNT ACCESS


DANIEL PORTER, MBA SPECIALIZES IN INVESTMENTS, RETIREMENT AND ESTATE PLANNING*

Because many people regard investing and financial planning as complex and
confusing, they often miss out on many potentially rewarding financial
opportunities. They also take unnecessary risks and fail to adequately protect
their assets.

That's where DJR Financial Services can help. Our goal is to take the mystery
out of investing, managing risk, preparing for retirement, and preserving your
wealth. By helping you acquire the information you need to pursue your financial
objectives, we hope to establish long and successful relationships with
our clients.

We look forward to providing clear steps to help reach your goals!

                                                                   

 

Goal Planning


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NEWSLETTERS


 * HOW SAVERS AND SPENDERS CAN MEET IN THE MIDDLE
   
   Couples who have opposite philosophies regarding saving and spending often
   have trouble finding common ground. This article offers some tips to learn to
   work with financial differences.


 * UNDERSTANDING LIFE INSURANCE
   
   Life insurance can help replace much-needed income after the death of a
   provider. With the wide variety of policies available, it’s important to
   understand the basic types of coverage.


 * DEBIT OR CREDIT — WHAT’S THE DIFFERENCE?
   
   This article explains why it may be better to use a credit card for certain
   transactions, as long as the bill is paid on time to avoid interest charges.


 * AFTER THE LOSS OF A LOVED ONE, WATCH OUT FOR SCAMS
   
   Scammers often prey on those who are most vulnerable. This article outlines
   common scams that target people who have lost a loved one.

More Newsletters »


CALCULATORS


 * LIFE EXPECTANCY
   
   Knowing your likely life expectancy is an important factor in making
   long-term financial plans.


 * SAVINGS ACCUMULATION
   
   Estimate the future value of your current savings.


 * LTCI COST OF WAITING
   
   Estimate the potential cost of waiting to purchase a long-term care insurance
   policy.


 * COST OF RETIREMENT
   
   Use this calculator to estimate how much income and savings you may need in
   retirement.

More Calculators »


Osaic Wealth Form CRS

Call 805 527-2430 today for a complimentary consultation

or use the contact form above.

Live receptionist Monday through Friday 9:00 AM to 5:00 PM PST.


*Securities and investment advisory services offered through Osaic Wealth, Inc.
member FINRA/SIPC and a registered investment advisor. Estate Planning Services
offered through Citadel Law Offices Tax Preparation services offered through
Skidmore Markell and Company.  These entities, including DJR Financial Services,
Inc. are not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer
or investment advisor.

This communication is strictly intended for individuals residing in the states
of AK, AZ, CA, CO, FL, GA, HI, ID, IL, KY, MI, MS, NC, NV, NY, OH, OK, OR, PA,
TX, UT, VA, WA and WI. No offers may be made or accepted from any resident
outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact
business in a state if first registered, or is excluded or exempt from state
broker/dealer, investment adviser, BD agent, or IA registration requirements as
appropriate. Follow-up, individualized responses to persons in a state by such a
firm or individual that involve either effecting or attempting to effect
transactions in securities, or the rendering of personalized investment advice
for compensation, will not be made without first complying with appropriate
registration requirements, or an applicable exemption or exclusion. For
information concerning the licensing status or disciplinary history of a
broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should
contact his or her state securities law administrator.
The information offered is for informative purposes only.  No investment
strategy, such as asset allocation, can guarantee a profit or protect against
loss in periods of declining values. None of this information is to be construed
as an offer to buy or sell securities referred to within or otherwise.

Neither the owner(s) of this web site nor Osaic Wealth, Inc. makes any guarantee
as to the accuracy or completeness of this information.

California Life Insurance License 0D71418

 * Site Map

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