Families & Individuals
Life is not linear; your financial plan should not be either. Navigating your finances through each season of life requires more than just a plan. It requires a partner. We guide generations of clients, applying a comprehensive process to managing all life's complexities. Our approach reflects the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to ensure our services are in sync with all aspects of your life.
Commonly, families and individuals seek the services below; however, our team will work with you to create a personalized solution tailored to your needs.
Typical Services Include:
- Wealth & Investment Management
- Financial Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Charitable Gifting
New Wealth/Life Event
When you acquire new wealth, it’s not unusual to experience varied emotions. You may gain a sense of well-being from your new financial security or excitement about possibilities previously out of reach. However, acquired wealth also brings the added responsibility and the pressure of making wise financial decisions in which Dodds Wealth Management specializes. Our experienced wealth management team can give you the personal guidance and independent investment advice necessary to help protect and grow your inheritance while relieving you of the burden of day-to-day management.
Services Include:
- Wealth & Investment Management
- Financial Planning
- Estate Planning
- Insurance Analysis
- Multigenerational Planning
Retirees & Pre-Retirees
As retirees live longer, more active lives, it's essential for your retirement plan to work for you. We help pre-retirees and retirees make the most of such a significant lifestyle change and overcome any financial challenges that go along with it. We work to help you enjoy the life you've envisioned while also mitigating risks that could make your nest egg vulnerable. You've spent a lifetime building your legacy. Let our prudent approach help turn your dreams into reality.
Services Include:
- Retirement Planning
- Wealth & Investment Management
- Medicare Consultation
- Social Security Analysis
- Insurance Planning
Women & Investing
With more than half our staff as women, we understand women's priorities and challenges. Our comprehensive financial planning approach helps you make smart decisions about your investments and estate. Inherent with our design is a built-in process to help you mitigate possible pitfalls and plan for the unexpected. We are here to help you move forward with a financial strategy designed to meet your current and future needs through each season of life.
Services Include:
- Wealth & Investment Management
- Financial Planning
- Retirement Planning
- Wealth Preservation
- Insurance Analysis
Healthcare Professionals
Transition, challenge, and reward characterize the healthcare sector. Financial freedom doesn’t happen overnight — it takes time, prudent planning, and systematic effort. Whether you’ve reached a point in your career where you are in or nearing retirement, are early to mid-career, or are a student/resident, we have a systematic and deliberate process to help healthcare professionals. We work with you in your unique situation to bring your financial goals to life and ensure asset protection strategies are built into your financial plan.
Services Include:
- Financial Planning
- Wealth & Investment Management
- Insurance Analysis
- Student Loans
- Education Planning
- Retirement Plans for Your Business
- Charitable Gifting
