- Investment Services
- Retirement Planning
- Education Funding
- Insurance
- Life Insurance
- Disability
- Long-term Care
- Personal Financial Planning
We believe that the pursuit of your financial goals deserves full-time professional advice. Whether you are saving for retirement or accumulating wealth, the advice of your Dugan & Lopatka advisor can add value to your current investment strategy.
Your Dugan & Lopatka advisor can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve your goals while balancing your risk tolerence. What's more, by not losing sight of your long-term goals, Dugan & Lopatka advisors are committed to helping you ride out short-term market fluctuations.
We recognize the importance of getting to know you, your financial needs, your financial goals, and your lifestyle. Independence and lack of proprietary products give us the freedom to select investments that are most appropriate for you. Your Dugan & Lopatka advisor has the flexibility to choose from a wide range of financial instruments. Whether if you are looking for institutional portfolio management services, assets under management services or individual investment purchases, we can help.
Retirement planning is the process of determining your goals for a financially secure retirement and developing and implementing strategies to ensure you achieve them. It involves examining your current financial position and identifying the steps you need to take to reach your goals.
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 "sources of income." Where you once could rely on Social Security to help support you, you now need to support yourself. In short, you need to plan for the future. What level of lifestyle are you accustomed to? What financial resources will be needed to support that lifestyle? Where will the money come from? How will you protect your income and assets against inflation? What about taxes?
Finding the answers to these and other questions is how Dugan & Lopatka helps you.
Why use the CPAs at Dugan & Lopatka?
As Certified Public Accountants and Registered Financial Advisors, we have the knowledge and experience to help you in your retirement planning. The Difference Is Planning is more than a byline. It is the foundation of our firm.
Before your retirement, we will help you examine your retirement objectives and suggest ways to meet those objectives. We can help you develop and implement your retirement planning strategy and meet with you as you need until you retire.
If you want us to go the next step and help you manage your investments, insurance or financial products you can count on us to provide you with completely impartial advice that meets your needs and goals. 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 you with your retirement planning. Please call us at your convenience.
The cost of education is rising dramatically. Saving can be difficult. Your Dugan & Lopatka advisor has a number of options to help including the popular 529 plans. We will meet with you at no cost to help you plan for the future of your children's education. We even have ways to help with secondary education too. Give us a call.
Special Note to Grandparents
Many of the education planning vehicles today allow grandparents to transfer money out of their estate and place it aside for the education of their granschildren. Many vehicles also permit you to retain control of the money ensuring that spendthrift grandchildren or spendthrift parents don't waste away your gift. Give us a call, we will be happy to outline options for you.
Dugan & Lopatka, through Dugan & Lopatka Financial Services, LLC, can offer you life, disability or long-term care insurance. Because we are independent of any individual insurance provider, we can shop around for the best prices and best plans to meet your needs
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:
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Where do you stand now?
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Where do you want to go?
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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.
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Copyright © 2003 Dugan & Lopatka, CPAs, PC
Last modified: February 13, 2003
