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 freedom 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 guidance necessary to help preserve and invest 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 navigate this important transition and work through the financial challenges that may accompany 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 with a goal to address 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 incorporate asset preservation strategies into your financial plan.
Services Include:
- Financial Planning
- Wealth & Investment Management
- Insurance Analysis
- Student Loans
- Education Planning
- Retirement Plans for Your Business
- Charitable Gifting