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).

DUNN FINANCIAL SERVICES, LLC

Financial Services