For many retirees, the idea of retirement is synonymous with freedom. You can exercise that freedom by choosing to spend your days traveling, spending summers with the grandkids, or simply relaxing and taking it day by day [...]
You’ve likely seen it while scrolling through your 401(k) options or during a quick check of your brokerage account: a little leaf icon next to a fund labeled ESG. Initially, ESG was presented as a revolutionary framework, [...]
May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged investment account designed [...]
Do you have a lead foot when you drive? Or are you a bit more cautious behind the wheel? Think of the sportiest cars you’ve seen on the road: The car is capable of comfortably reaching speeds [...]
Many people may view taxes as a seasonal hurdle or a frantic scramble every spring to satisfy the IRS. But if you only think about taxes once a year, you may expose more of your hard-earned dollars [...]
As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts to help save for higher education or brokerage accounts (including UTMA & [...]
What does debt mean to you? You might view “debt” as a dirty word, accompanied by the shackle of interest rates and missed payments. But you might view “credit” differently. Credit is seen as a financial tool, [...]
How often do you use a credit card? Perhaps you even use more than one. In today’s economy, the small rectangle of plastic (or metal) in your wallet is more than just a tool for buying groceries; [...]
March is the start of spring, which means the chilly weather is subsiding, the days are getting longer, and you might even begin planning your summer plans. But March is also National Credit Awareness Month. While cleaning [...]
When considering retirement savings options, it is paramount to understand the tax treatment of the various types of retirement accounts upon distributions. Traditional IRAs and Roth IRAs each offer unique features and have different tax implications that [...]
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Office Manager
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Financial Advisor
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Marketing Assitant
Faith has been with Florence Wealth since 2022. She attends Butler University, majoring in Finance. She is a member of the Alpha Phi sorority, Financial Managerial Association, and Butler Marketing Club. Faith enjoys playing golf, reading, and watching basketball.
Owner, Investment Advisor Representative
Florence Wealth LLC and D. Florence Investments LLC are passionate about helping individuals and families transition into and achieve their ideal retirements. D.J. has been serving clients in the Indianapolis area for more than 20 years, developing comprehensive financial strategies to help reduce taxes, increase income, and preserve assets.
As a local, independent firm and fiduciary, D.J. places his clients’ interests above all else when constructing retirement plans. Being local, he believes wholeheartedly in this community. He believes it’s a great place to live, work, do business, and yes, retire.
D.J. and his wife, Cathy, live in Danville with their three kids: Faith, Eva, and Cawood. The Florences are active in the community where they are involved in the Danville Rotary Club, Rotary Board of Directors, Hendricks County Senior Center, High School Athletics, and the Veterinary Community.
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