Create a financial retirement strategy with assistance from Dotson Financial.
Choosing a financial advisor is one of the most important decisions you make, especially as you approach retirement. Having someone there to help provide you with more information is crucial, as your goals will most likely shift in retirement. As you get older, you have less and less time to make money back if you lose it. As a result, you should become more conservative when it comes to your investments. And our first priority when assisting clients is to protect their wealth from market declines. Our second priority, however, is to also get you reasonable rates of return** over time.
Get To Know
Pete Dotson is an Insurance Agent with a Series 65 license, and over 40 total years of experience in the financial services industry. Needless to say: He knows his stuff. Additionally, he’s a great problem-solver, and may be able to explain difficult concepts to you in regards to financially planning for retirement. Schedule an appointment with Pete today.
Wealth Management Services
The process of retirement can be overwhelming, we’re aware. But it doesn’t have to be. We can present you with options that you may be able to use to improve your retirement strategy. We can discuss important considerations unique to your situation. Some of the topics we can discuss, for example:
- 401(k) and IRA options
- Long-term retirement strategies
- Potential tax implications (however, remember to consult a tax advisor)
- Investment options
- Leaving a legacy
- Your questions and concerns
- Your unique goals and needs
Let's Discuss Your Goals
The first step in reaching your retirement goals is understanding where you are now. Reach out to us to schedule a meeting, so we can discuss your current situation. There could be valuable information in regards to your retirement future you aren’t aware of, that we can use to assist you. Let’s work together, for the retirement that you strive for.