Financial Services

Dunn Financial Services serves the financial and insurance needs of individuals and businesses including assistance with:

Retirement Planning*

  • To make the most of your employer-sponsored retirement plan and IRA(s);
  • To determine how much, you need to retire comfortably and
  • To manage assets before and during retirement.

Estate Planning*

  • To identify strategies to preserve your estate for your intended heirs;
  • To potentially reduce exposure to estate taxes and probate costs and while coordinating services with your tax and legal advisors.    

Insurance Planning*

  • To review existing insurance policies;
  • To locate the best policy options among many companies which address your situation and 
  • To explore final expense and long-term care insurance options.

Education Funding*

  • To identify options to support continuing education for yourself, spouse or child(ren.)

 

*Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).