- Investment Services
- Retirement Planning
- Education Funding
- Insurance
- Life Insurance
- Disability
- Long-term Care
- Personal Financial Planning
Does Dugan & Lopatka Compete With You? No!
We respect that your client is your client. Where overlapping services exist, you keep all the services you can provide. We will even sign a non-compete agreement if you desire.
We believe that the pursuit of your client's financial goals deserves full-time professional advice. Whether they are saving for retirement or accumulating wealth, the advice of a Dugan & Lopatka advisor can add value to your client's current investment strategy.
A Dugan & Lopatka advisor can help your client define their long-term investment objectives and build a personalized investment portfolio designed to achieve their goals while balancing their risk tolerence. What's more, by not losing sight of their long-term goals, Dugan & Lopatka advisors are committed to helping your client ride out short-term market fluctuations.
We recognize the importance of getting to know your client, their financial needs, their financial goals, and their lifestyle. Independence and lack of proprietary products give us the freedom to select investments that are most appropriate for your client. A Dugan & Lopatka advisor has the flexibility to choose from a wide range of financial instruments. Whether if your client is 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 client's goals for a financially secure retirement and developing and implementing strategies to ensure they achieve them. It involves examining your client's current financial position and identifying the steps they need to take to reach their goals.
Retirement represents the "Golden Years", years where your client is 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, your client needs 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 your client's retirement, we will help them examine their retirement objectives and suggest ways to meet those objectives. We can help your client develop and implement their retirement planning strategy and meet with your client as they need until they retire.
If your client wants us to go the next step and help you manage their investments, insurance or financial products they can count on us to provide them with completely impartial advice that meets their 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 your clients with their retirement planning. Please call us at your convenience.
The cost of education is rising dramatically. Saving can be difficult. A Dugan & Lopatka advisor has a number of options to help including the popular 529 plans. We will meet with your client at no cost to help them plan for the future of their 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 grandchildren. Many vehicles also permit your client to retain control of the money ensuring that spendthrift grandchildren or spendthrift parents don't waste away their gift. Give us a call, we will be happy to outline options for your client.
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
Your clients 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 your client be sure their assets, savings and investments grow to satisfy both their current lifestyle needs and a comfortable retirement?
We will help your client answer these questions:
-
Where do they stand now?
-
Where do they want to go?
-
How are they going to get there?
Together we will determine the amount of resources your client will need to achieve their financial goals, create an estate or maintain their desired lifestyle. We are on top of changes in the tax laws and can work with your client to maximize their net worth, while allowing for contingencies.
We will devise a plan to meet your client's financial needs today and tomorrow.
Referral Partner Home / Services
E-mail Send us your comments and questions to: info@tdip.com
Send mail to CompanyWebmaster
with questions or comments about this web site.
Copyright © 2003 Dugan & Lopatka, CPAs, PC
Last modified: February 13, 2003
