Our Services | Overview


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 - Leprotecting 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!


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This communication strictly intended for individuals residing in the states of AZ,FL,GA,MA,MD,ME,NH,RI,VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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