Dovetail Financial
Financial Advising
Why pick this one
Dovetail Financial provides fee-only retirement planning and investment management for people nearing retirement or already retired.
Best for
- People planning to retire within the next five years
- People already living in retirement
- Married couples seeking connected retirement planning
- Single women and widows seeking ongoing financial guidance
- Retirement decisions involving income, investments, taxes, healthcare, or family support
- Clients with approximately $1 million or more in retirement and investment assets
Look elsewhere if
- People seeking financial planning unrelated to retirement
- People seeking product-commission-based financial advice
- People seeking emergency or short-term financial services
Specialties
- retirement income planning
- retirement investment management
- retirement tax planning
- healthcare and longevity planning
- legacy and family support planning
- work and identity transitions
What makes them different
- Fee-only registered investment adviser paid through advisory fees rather than product commissions
- Each client works with one primary advisor leading the ongoing planning relationship
- Primarily serves people preparing to retire within five years or already living in retirement
- Primarily serves married couples and single women, including widows
- Provides in-person or virtual meetings from Wilmington, Duluth, or virtually nationwide
- Serves
- Wilmington, Leland, Duluth
Distilled from this business's own website.
Contact & Location
- Address
- 210 Avondale Ave #4, Wilmington, NC 28403
- Phone
- +19103951991
- Website
- https://www.dovetailfin.com/
- connect@dovetailfin.com
Services
- ongoing retirement planning
- investment management
- financial decision analysis
- tax planning
- healthcare cost planning
- estate planning considerations