DB2 Financial Services | Woman-Owned & Veteran-Owned Protecting Income • Reducing Risk • Preserving Legacy (803) 761-0136
Retirement Income • Estate Strategy • Financial Education

Welcome to DB2 Financial Services.

Donna and David Burks, co-founders of DB2 Financial Services
Donna & David Burks
A Welcome from Donna & David

Where You're Treated Like Family, Not Just Another Client.

We're glad you're here! We believe financial guidance should feel personal, not overwhelming. We take time to listen, understand your needs, and help you explore your options without pressure.

Take a look around, learn something new, and discover ways to protect what matters most to you and your family.

Whether you're preparing for retirement, protecting loved ones, or looking for a second opinion, we're always happy to answer your questions.

Donna & David Burks

Meet Donna & David →Questions? Let's Talk! →
How Can We Help?

Explore Our Services

◷Retirement IncomeWill our income last, for both of us?Learn more → ✦Estate PlanningProtecting my family with a will or trustLearn more → ♡Life InsuranceProtecting the people who count on meLearn more → ▤AnnuitiesIncome I can’t outliveLearn more →

Questions? We're Always Happy to Talk.

Have questions about retirement strategies, financial products, or advice you've received? Maybe you're comparing recommendations from different advisors, looking for a second opinion, or simply trying to understand your options.

Whatever your situation, we're here to listen, answer your questions, and help you make informed decisions with confidence.

Education First. Pressure Never.

Schedule a Conversation → Meet DB2 →

Prefer to meet in person? Our office is at 900 Trail Ridge Road, Suite 100, Aiken, SC 29803.

Not sure which one? Call (803) 761-0136 or email info@db2financial.com and we will help you choose.