DB2 Financial Services | Woman-Owned & Veteran-Owned Protecting Income • Reducing Risk • Preserving Legacy (803) 761-0136
Community • Veterans • Family

Education-First Planning with a Mission-Focused Approach

DB2 Financial Services serves families nationwide through financial education, retirement planning, community outreach, and veteran initiatives. Rooted in a legacy of military service and community involvement, we’re committed to helping families move forward with clarity, confidence, and purpose.

As caregivers for an aging parent, Donna and David have firsthand experience with the challenges families face when planning ahead.

Donna and David Burks enjoying a motorcycle ride together
Enjoying the Journey TogetherWe believe retirement is about more than saving money. It’s about enjoying life! Whether that means quiet weekends, family gatherings, or hopping on a motorcycle for a little adventure, your plan should support the life you want to live.
About DB2 Financial Services

DB2 Financial Services is a woman-owned, veteran-owned firm helping individuals and families prepare for retirement while protecting what matters most.

Our Retirement Shield™ Strategy brings together retirement income, tax considerations, estate planning, healthcare needs, and risk management so you can see your financial picture clearly and make decisions with confidence.

Education is at the heart of everything we do. Through retirement workshops, financial literacy programs, and one-on-one conversations, we help individuals, families, businesses, churches, and organizations make informed financial decisions with confidence and peace of mind.

At DB2, you're more than a client. You're family. We take time to understand what matters most to you and the people you love.

What Makes DB2 Different?

We Begin With You.

We don’t begin with a product or a pre-packaged solution. We begin with you.

Every relationship begins with a conversation. We listen, learn what matters most, and help you understand your options before exploring possible solutions.

Our Team

The people you’ll be working with.

Donna Burks, Co-Founder and Senior Advisor

Donna Burks

Co-Founder & Senior Advisor
Donna Burks, Co-Founder and Senior Advisor

Donna Burks

Donna Burks is a forward-focused co-founder of DB2 Financial Services. With a lifelong commitment to service and strategy, she brings decades of experience as a retired Army Reserve member, retired federal employee, and seasoned financial professional, helping clients build secure futures with clarity and purpose.

Deeply rooted in her community, Donna serves as Finance Officer and is a former Staff Judge Advocate of American Legion Post 26 and co-chairs the Aiken Young Lives Capernaum Committee, supporting youth and friends with disabilities. Whether she’s advising a family, mapping a cross-country motorcycle trip, or helping with her church’s outreach ministry, Donna approaches everything with vision, integrity, and heart.
David Burks, Co-Founder, Notary and Operations Manager

David Burks

Co-Founder · Notary & Operations Manager
David Burks, Co-Founder, Notary and Operations Manager

David Burks

David Burks, co-founder, brings a dynamic blend of strategic oversight, financial expertise, and operational precision to the firm. With a career in the financial services industry since 2011, David has built a reputation for reliability, analytical strength, and a steady hand in both client relations and internal operations.

Outside the office, David is Treasurer of the American Legion Riders and Second Vice Commander of the Sons of the American Legion and a member of the Young Lives Capernaum Committee. A true gearhead at heart, he restores classic cars and motorcycles and loves hitting the open road. Whether navigating financial strategies or backroads on two wheels, David combines precision, passion, and purpose in everything he does.

Together, Donna and David share a blended family of seven adult children, six granddaughters, and two great-granddaughters.

Our Education-First Approach

Three steps. One connected purpose.

We listen first, uncover what matters, and explore appropriate options together.

Listen &
Educate

  • Hear your goals
  • Explain your options
  • Build understanding

Identify
the Gaps

  • Review the big picture
  • Spot potential risks
  • Clarify priorities

Explore
Solutions

  • Consider strategies
  • Connect the pieces
  • Decide with confidence

Education First • Smart Strategies • Pressure Never.

Meet With DB2
Who We Serve

Built for real families, real questions, and real life transitions.

Whether you're preparing for retirement, caring for aging parents, protecting your family's future, or seeking financial education for your organization, DB2 is here to help you navigate life's important financial decisions.

Families Protecting loved ones while planning for life events, college funding, retirement, and future generations.
Pre-Retirees Individuals and couples within 5–10 years of retirement preparing for future income needs.
Retirees Protecting retirement income, managing risk, and preserving a legacy.
Business Owners Planning for employee benefits, business succession, and long-term protection.
Organizations Churches, nonprofits, and businesses seeking financial education workshops for their teams and communities.

Questions? We're Always Happy to Talk.

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 → Explore the Retirement Shield™ Strategy →

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.