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I ensure that all of my clients are well taken care of in all aspects of finances from life insurance, final death expenses, wills, and retirement accounts.
We believe that as we get older we should put some of our money in a place where we can never lose it. Safety of principal is our main focus.
While most financial firms use a one-size-fits-all approach, we believe in the individuality of our clients. All of our services are tailored to each client's unique needs, goals, and dreams. Because we are a private, independent financial firm we are not beholden to any outside company. This means we do not spend our time or that of our clients trying to sell them products or goods. We are a client-centered business. Our clients are our greatest asset and we strive to reflect that in every decision we make. Our goal is simple: to help our clients grow, invest, and thrive.
Dodds Wealth Management Group is a financial services firm committed to helping high-net-worth individuals, business owners and corporations achieve their financial goals. We work closely with each of our clients to help them realize their financial goals by creating solutions for their concerns.
My staff and I provide independent insurance and investment planning. The independence allows me to recommend what products and services work best for YOU and your individual situation, NOT what a company would like me to sell you. I also offer unbiased financial planning for a fee, which does not involve any product recommendations or sales.
I'm extremely proud that I am not a traditional financial advisor but more of a financial educator. My office host free finance workshops teaching the community how money works and how debt management, retirement planning, proper protection, investing etc works! Then as an educated consumer we help you transfer your knowledge into a solid plan.
Hire this company for an array of financial planning services. They provide individual and business tax preparation, payroll accounting, and bookkeeping services.