How can I control my budget as my commitments increase?
How do I adjust my overall investment strategy?
What insurance coverages do I need to protect my family and my assets?
What are my options for caring for my elderly parents?
How do I save for my children’s educational expenses?
You have worked hard to accumulate the assets you’ll use for retirement. As you approach retirement it is important to adjust your planning strategies to help protect your assets. We work with our clients to help them address many important questions as they approach retirement.
As I approach retirement, how should I adjust my investment strategy and plan?
How can I boost my retirement savings?
Can I retire early?
What Social Security benefits option is best for me?
What are my options for downsizing my home?
How are my insurance needs changing?
How have my estate plan & charitable gifting plans changed?
Now that I’m not obligated to work, what opportunities and passions should I pursue?
Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.
How do I establish my budget now that I have stopped working?
How often should I review and adjust my investment/income plan?
Are there ways to boost my retirement income?
What investments are available to help minimize my taxes?
What are my insurance needs in retirement?
How have my estate plan and charitable gifting plans changed?
Divorce can have a profound impact on your financial health. As a newly single client, you may need a guide to help you manage financial decision making. As experienced professionals who have faced similar challenges to what you’re facing, we know that every element of your divorce has an impact.
From the lifestyle choices you make, to your ability to save for the future, Dobbs Wealth Management Group helps you gain clarity about your financial situation and put a plan in place so you can move ahead with confidence about the future.