Our Firm

Dunn Financial Services is committed to helping you pursue your long-term financial goals. Our experience in insurance, retirement planning, and estate conservation can assist with some of the questions and concerns of retirement and financial security such as:

  • How do I manage my/my family’s health insurance needs?
  • What do I know about Medicare Insurance?  Am I in need of vision, dental or hearing coverage?  How do I manage my prescription drug expenses?
  • How much money will I need to retire?
  • When does it make the most sense for me to retire; will I be able to retire early
  • How do I manage my 401(k) plan or other retirement fund distributions?  Will either a traditional IRA or Roth IRA make the most sense?
  • What do I need to know about wills, trusts, and probate?
  • Will I need disability income insurance? Long-term care insurance? Additional life insurance?
  • How can I ensure my children will receive as much as possible from my estate?

Dunn Financial Services offers financial products and services through Voya Financial Advisors.  We also offer life and health insurance products from many trustworthy carriers.  With your individual needs in mind, we can assist you in identifying insurance options.  At Dunn Financial Services we are committed to your protection and security for the long term.