During ones lifetime a person's needs can be as varied as people themselves. That's why, at Dowd Financial Group, we make it our priority to get to know you as a person to define what needs are taking priority in your life at that time. Not only do we want to provide you with the most complete course of action possible, but we also want the service to be timely and relevant.
Some of our specialties are:
- Retirement Income Planning
- 401(k), 403(b), TSA, and IRA Rollovers
- Insurance Planning
- Asset Allocation and Investment Strategy
- Wealth Transfer Strategies
- Estate Planning
- Charitable Giving
- Business Succession Planning
A good financial plan allows for life's changes and provides you with the ability to make important decisions to move forward to your goals. We believe a financial plan and your life's goals should work hand in hand allowing for change along the way. Once we complete the initial process of setting up your financial plan, it doesn't end there. We'll monitor progress and assure your goals are being met throughout your life no matter what changes and challenges you meet along the way.