For many Americans approaching retirement, the focus is often on investment balances, Social Security timing, and creating reliable income streams. And those things are important! But there is a financial retirement risk that can often go underestimated [...]
For many Americans, the American Dream concludes with a paid-off home and a sense of financial independence. However, as retirees enter their golden years, a common financial paradox often emerges: being house-rich and cash-poor. While a primary [...]
For centuries, the concept of money was inextricably linked to something tangible. Whether it was silver coins in ancient Rome or the British pound sterling, the value of currency was anchored to the physical world. Perhaps the [...]
If you search for retirement advice online, you’ll often find that $1,000,000 seems to be a recurring target number. But is that a goal you should be saving for, or is it outdated advice? Q: Where did [...]
When you think about retirement income, Social Security might be the first thing that comes to mind. But many pre-retirees are realizing that Social Security was never designed to replace a full salary. In fact, it typically [...]
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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