Retirement Planning Services
The Difference Is Planning

What is Retirement Planning?

Retirement planning is the process of determining your client's goals for a financially secure retirement and developing and implementing strategies to ensure they achieve them.   It involves examining their current financial position and identifying the steps they need to take to reach their goals.

Why should your client do it?

Retirement represents the "Golden Years", years where you are suppose to enjoy life unrestricted by jobs and family obligations.  Unfortunately, retirement also brings dramatic changes in your client's "sources of income."   Where they once could rely on Social Security to help support them, they now need to support themself.  In short, they need to plan for the future.

What level of lifestyle are they accustomed to?  What financial resources will be needed to support that lifestyle? Where will the money come from? How will they protect their income and assets against inflation? What about taxes?

Finding the answers to these and other questions is how Dugan & Lopatka helps your client.

Why use the CPAs at Dugan & Lopatka?

As Certified Public Accountants and Registered Financial Advisors, we have the knowledge and experience to help your client in their retirement planning.  The Difference Is Planning is more than a byline.  It is the foundation of our firm. 

Before their retirement, we will help your client examine their retirement objectives and suggest ways to meet those objectives.  We can help them develop and implement their retirement planning strategy and meet with them as they need until they retire.

If your clients want us to go the next step, Dugan & Lopatka Financial Services LLC can help them manage their investments, insurance or financial products. Dugan & Lopatka Financial Services LLC was established for those clients that want the integrity and financial prowess of CPAs coupled with world-class investment resources at their disposal.

We would like to help your clients with their retirement planning. 

Is Dugan & Lopatka A Competitor of Your Firm? No!
We respect our referral partners and will not directly pursue your clients where your firm and our firm have overlapping service capabilities. Your client stays your client. We want to work as a partner and find other non-competing services to offer your clients. We will even sign non-compete agreements with you at your request.

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Copyright © 2003 Dugan & Lopatka, CPAs, PC
Last modified: February 12, 2003