About
D B Anglin Financial Group
D B Anglin Financial Group is a comprehensive financial services firm that helps retirees and pre-retirees effectively plan for and prepare for life’s greatest journey.
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients are retirees with similar concerns, we’ve had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.
Our focus is on empowering pre-retirees and retirees towards a safe, secure, and stress-free retirement. We are committed to guiding our clients through the intricate landscape of retirement income planning, protection, and wealth preservation by minimizing unnecessary risks. With a dedicated emphasis on financial literacy and strategic holistic planning, we strive to assist you in making informed and smart decisions that resonate with your goals.
D B Anglin Financial Group
Meet Your Advisors
Burke Anglin
Founder and CEO
Burke Anglin started in the financial services industry in Sacramento, California in 1988 with Northwestern Mutual. He moved into a field leadership position while in Sacramento in 1994. Over the next 20 years, Burke continued to serve in various leadership positions in the Financial Services industry with major multi-billion-dollar companies. He has held various certifications, including General Securities Representative, General Securities Principal, Registered Representative, as well as Investment Advisor Representative.
While most of his career he was focused mainly in agency development, delivering financial products through career distribution channels, in this season of his career, he is focused and dedicated to bringing peace of mind and security to the clients that he works with and serves every day. Working with his clients has become the most rewarding part of his career. Burke has been married to Karen for 48 years. They have five daughters and 23 grandchildren. They love living in the country and entertaining all the moving parts of a very busy family.
Rick Dwyer
Financial Advisor
Rick started in the financial services industry in Ft. Lauderdale, FL, in 1987 after serving 10 years in the United States Navy Submarine Service. He held various certifications, including General Securities Representative, General Securities Principal, Registered Representative, Options Principal, as well as Investment Advisor Representative.
During most of his career, he was focused mainly on branch development, delivering financial products through branch offices. At this point in his career, he is focused and dedicated to bringing peace of mind and security to the clients that he works with and serves every day. His focus is on planning, protecting, and preserving clients’ estates. Rick has been married to Violy for 40 years. They have a son and a daughter, as well as two grandsons.
Learn More About
Our Financial Solutions
Legacy & Estate Planning
Wealth Management
Tax Mitigation Strategies
Healthcare & Long-Term Care
Market Risk Mitigation
Don’t just take our word for it.
We’ve helped thousands with their legacy planning.
Stress-Free Planning
“The D B Anglin Financial Group team provided a great experience for us to complete our family trust. All aspects and timeline of the process were clearly shared. We were able to provide our data via an online portal, to avoid repeated in-person visits. The meetings with staff were professional, friendly, and efficient.”
Cherise, Arizona
Secure Future with Ease
“My wife and I were recently married, bringing in a mixed family and assets. We just finished up our Will and Trust package with D B Anglin Financial Group and had a great experience. I highly recommend their services. Thanks for all your help!”
David, Arizona
Clear Guidance & Support
“The D B Anglin Financial Group team is great to work with! They are very professional, knowledgeable and always ready to help. Both individuals I worked with had a vast amount of experience.”
Nikesh, Arizona
Contact Us
Our experience and expertise can help you customize a plan for retirement, make sure you have enough income to last you for the rest of your life, minimize unnecessary risks, and leave behind a legacy for your loved ones. If you would like to schedule a complimentary, no-obligation consultation or second opinion review, please contact us today.
