Our Approach
Navigating your financial future without a formal plan is like driving through a strange city without a map or navigation tool. You could get lost, end up somewhere you really don’t want to be, or not reach your destination at all. This same analogy could apply to your financial future, if you are not prepared.
Our comprehensive wealth management process ensures that all cornerstones of your financial well-being are being considered. We will also help to identify and address potential "roadblocks" and financial "surprises" that come your way, to help keep you on track.
Additionally, we will help you feel comfortable with the uncertainty that comes with planning for your retirement, and offer answers and strategies to the many questions that arise, including:
- When would you like to retire?
- How much will you need to accumulate in order to maintain your lifestyle during retirement?
- Have you considered the idea of, or your ability to, retire early?
- If you are already retired, how long will your savings last?
- Are you comfortable making decisions with social security, your 401k, or your pension?
- Will the rising costs of healthcare adversely impact your retirement plans?
- Are you able to support your loved ones both during and after your lifetime?
- Is your portfolio properly positioned to meet both your long and short-term goals?
- Are your investments appropriately selected, and how often are they being monitored?
Effectively planning for your future is our passion. It involves prioritizing goals, making informed decisions, striving to improve investment results, reducing the risk of adverse outcomes and preserving your wealth. Our approach is designed to help increase the likelihood of your success. We are here for you every step of the way, to help ensure that you always have a map, reach your destination, retire with confidence, and live out your dreams.
How We Do it
Our Path to Your Purpose:
The Dow Group's comprehensive 5-step process designed to incorporate your personal values into a financial plan that helps achieve your goals
Dow Group Standard of Care:
Our distinctive, concierge approach to financial planning and client service
Our Inner Circle:
We believe in the quality of our relationships, not in the quantity. Our time is dedicated to servicing you and those you care about
