If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
We at Dottenwhy Financial Group, LLC start with creating a solid foundation that everything else is built upon. We are not the "typical financial planners."
We take a unique approach in helping you achieve your financial goals and independence. We empower you to make educated financial decisions.
Why Clients Choose Us:
Multigenerational Experience: Our legacy means we’ve seen the markets rise, fall, and evolve — and we’ve helped our clients thrive through it all.
Family Values: We treat every client like part of the Dottenwhy family. Your goals become our mission.
Veteran-Led Integrity: With military roots, our leadership brings a disciplined, mission-first approach to financial and estate planning.
Tailored Solutions: From estate planning to retirement strategies, our guidance is always personal and never one-size-fits-all.
Overview
Serves Littleton, CO
Background checked
3 employees
63 years in business
Business hours
Sun8:00 am - 5:00 pmMon8:00 am - 5:00 pm
Payment methods
Ask this pro about their preferred payment method.
Services offered
Draft needed
Will only
Power of attorney only
Will and Power of attorney
Living trust
Number of people
Individual person
Couple (individual and spouse)
Work location
My customers travel to me
I travel to my customers
Projects and media
Projects and media
Reviews
Exceptional 5.0
7 reviews
5
100%
4
0%
3
0%
2
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1
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Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Dan S.
Aug 4, 2026
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From Google
Working with Shane was a great pleasure. He was able to help us with our EstatePlanning needs in a professional, concerned manner. He listened to our needs and expidited the nesessary plan documents. I would recommend Shane and his firm to all who want professional results.
Dottenwhy Financial Group's reply
Thank you Dan. It was a pleasure working with you on your Estate Planning needs. Please let us know how we can help you in the future.
Wishing you our very best!
Gavin F.
Aug 5, 2026
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From Google
I had an outstanding experience with Dottenwhy Financial Group and EstatePlanning. Their team is knowledgeable, professional, and genuinely cares about helping clients make informed financial and estateplanning decisions. They took the time to explain every step of the process, answered all of my questions with patience, and created a plan tailored to my needs and goals.The entire experience was smooth, organized, and stress-free. Its clear they value integrity, transparency, and exceptional customer service. I highly recommend Dottenwhy Financial Group and EstatePlanning to anyone looking for trustworthy financial guidance and comprehensive estateplanning. They exceeded my expectations, and I couldnt be happier with the service I received!
Dottenwhy Financial Group's reply
Thank you, Gavin, for the wonderful review and for trusting Dottenwhy Financial Group and Estate Planning. We’re thrilled our team could provide knowledgeable, patient guidance and create a tailored plan that made the process smooth and stress-free. Your recognition of our commitment to integrity, transparency, and customer service means a lot, and we’ll be sure to share your kind words with the team. We appreciate the recommendation and are here whenever you need further support.
Seth S.
Aug 5, 2026
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From Google
Meeting with the Dottenwhys was a breath of fresh air after meeting with multiple other groups. Shane and Rachelle took the time to get to know us and really listened to our plans for the future, and helped us build an amazing plan to make our dreams become our reality! Thank you so much, for the time, knowledge , and dedication you showed to our family! Highly recommend!
Dottenwhy Financial Group's reply
Thank you so much for your kind words, Seth. We’re thrilled Shane and Rachelle were able to listen and help build a plan that aligns with your family’s goals. It was a pleasure working with you, and we truly appreciate your trust and recommendation. We look forward to supporting you as your dreams become reality.
Megan H.
Oct 4, 2025
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From Google
I am so happy to have recently worked with Shane and Rachell Dottenwhy! Prior to meeting with them there were many unknowns and questions in my financial situation. They took the time to make me feel heard without being judged and understand my financial goals. They shared a lot of great knowledge about the more complex topics I had questions on and always in a way that was very easy to understand! As a single parent family, I wanted something personalized that met my specific goals, help eliminating stress about money and confidence about my retirement plan and they did just that! They have also been very responsive and prompt to any questions I've had and appointments with them feel like talking to a friend I've known forever. Highly recommend this wonderful financial team!
Dottenwhy Financial Group's reply
Thank you so much for your kind words! We’re so glad you felt heard, supported, and confident throughout the process. Our goal is to create clarity and peace of mind for every client, especially those balancing so much on their own. It’s been a true pleasure working with you and we’re honored to be part of your financial journey.
Vibe F.
Nov 20, 2025
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From Google
Rachel is awesome! Professional, knowledgeable kind, and honest! Definitely recommend!
Dottenwhy Financial Group's reply
Thank you so much for this wonderful review! We truly appreciate your trust. We're always here if you need anything in the future. Your recommendation means a great deal!
Credentials
Background Check
Shane Dottenwhy
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
We offer a free, no-obligation consultation. Some services are fee-based, others are commission-based—we’ll always be transparent so you know costs upfront.
What is your typical process for working with a new customer?
We start with a simple conversation about your goals and what it is you're trying to accomplish, then build a personalized plan. We educate you as we walk you through all options, implement together, and adjust as life changes.
What education and/or training do you have that relates to your work?
Our team's education includes BS Degree in Finance, Registered Financial Consultant (RFC®), Basic and Advanced Estate Planning certifications, authorized Infinite Banking and Bank on Yourself practitioners, along with decades of various Financial Product, Insurance and Ethics certifications and training with decades of experience working with thousands of clients since 1963.
