Personal Financial Planning
You work hard. Fortunately, you have have had some success. But you worry about the future.
Faced with complicated and ever-changing tax laws, the maze of investment opportunities, and the many forces at work in the American economy, how can you be sure your assets, savings and investments grow to satisfy both your current lifestyle needs and a comfortable retirement?
We will help you answer these questions:
- Where do you stand now?
- Where do you want to go?
- How are you going to get there?
Together we will determine the amount of resources you will need to achieve your financial goals, create an estate or maintain your desired lifestyle. We are on top of changes in the tax laws and can work with you to maximize your net worth, while allowing for contingencies.
We will devise a plan to meet your financial needs today and tomorrow.
"Quality people of outstanding character, integrity, loyalty, and professionalism. These characteristics coupled with Dugan & Lopatka's up-to-date knowledge, expertise, and attention to my needs form the basis for the service Dugan & Lopatka provides and my trust in them."
| Investment Strategies | Retirement Planning |
| Budgeting | Education Funding |
| Trusts | Debt Reduction |
| Gifting | Succession Planning |
| Divorce Accounting | Tax Planning |
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Copyright © 2003 Dugan & Lopatka, CPAs, PC
Last modified: February 10, 2003
Certified Public Accountants & Consultants
GENEVA, Illinois 60134
(630) 232-4565
WHEATON, Illinois 60187
(630) 665-4440
FAX (630) 665-5030
