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%-50% 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 are are a disruptive, diverse team of financial professionals specializing in various areas of money management, with decades of experience and a world-class financial planning platform that we make available to our clients at no cost.
As a financial tech firm and literacy center we lead the industry in the technology that we make available to our clients and our students.