The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.

As full-service financial consultants, we offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact us, by phone or e-mail. We can help you make sense of today’s investment climate.

• Managed asset plans – for professional fee-based portfolio management through DODGE Wealth Management

• Cash flow analysis – for everyday budgeting

• College planning – long-term planning to ensure you’re ready when your children are

• Retirement planning – to design an investment strategy to help you pursue all of your retirement goals

• Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed

• Annual portfolio review – to review your current holdings and help you make any necessary changes or adjustments

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.

As full-service financial consultants, we offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact us, by phone or e-mail. We can help you make sense of today’s investment climate.

• Managed asset plans – for professional fee-based portfolio management through DODGE Wealth Management

• Cash flow analysis – for everyday budgeting

• College planning – long-term planning to ensure you’re ready when your children are

• Retirement planning – to design an investment strategy to help you pursue all of your retirement goals

• Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed

• Annual portfolio review – to review your current holdings and help you make any necessary changes or adjustments