Services for Individual Investors and Their Families

A custom approach to Build, Protect and Transfer Wealth for each client

Building Your Wealth Strategy

As we build our advisor relationship with each client, our focus remains on you, and on resolving complex issues within the following four life planning components:

  • Enhancing wealth
  • Protecting wealth
  • Transferring wealth
  • Donating wealth

Each component will be proactively addressed when they become an integral role in your personal situation. We help you balance and identify changing needs within your career and creative aspirations, charitable goals, family sharing time, and social and leisure activities. When changes are warranted, we help ensure smooth transitions: for you, or for multiple generations and branches within your family.

Retirement Spend Down Strategies

A year by year plan to draw down your assets in the most tax efficient manner possible during retirement.

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Dopkins Cash Balance Solution

Strategies to lower taxes and save more for retirement via pre-tax retirement contributions.

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Succession Planning

Considering the transition of your business to family or an employee group? Let the succession planning and business valuation experts at Dopkins & Co. guide you on this critically important decision.

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Succession Planning for Family Owned Business

The secret to a successful transfer of an operating business to a son or daughter is to start long before the transfer is necessary.

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Dopkins Clear View Solution

We help our clients maintain a clear view of where they stand financially in order strategically focus on building, protecting and transferring wealth.

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Do What You Love.
Love What You Do.

It’s about balance. The variety and quality of the clients, along with access to the latest technology and business information keeps the work interesting.

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Three Dopkins Employees

Opportunity Awaits

Take your career to the next level at Dopkins

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