At Dolan Financial Services, we take time to understand your values, needs, goals, and concerns. Together, we define your personal and financial goals and develop a strategy to help achieve these goals. "Financial clutter" takes time and attention away from family, friends, and the activities you enjoy most. We focus on cleaning up that clutter, so you can focus on what matters most in your life.
Within our financial planning process, we review and evaluate:
- Accumulation: What is the best approach to saving for your financial goals?
- Risk management: protecting your family, property, and savings
- Taxation: minimizing your tax burden
- Business planning: protecting your investment and growing your business
- Retirement planning: planning for retirement income distributions
- Estate planning: protecting yourself, your family, and your assets
Short- and long-term goals are identified, and priorities are established. This information provides the basis for an implementation plan for your financial future.
We simplify your financial life and provide focus for the future!