Financial Planning Quick Links
- Personal Financial Planning
Together we will determine the amount of resources you will need to achieve your financial goals, create an estate or maintain your lifestyle. We are on top of changes in the tax laws and can work with you to maximize your net worth, while allowing for contingencies. We will devise a plan to meet your financial needs today and tomorrow. - Business Succession Planning
Creating and implementing your Exit Plan is the most important business and financial event of your life. It’s likely the first and maybe the last time you will go through the process. Get the guidance you need to do it right.
Financial Services Financial Planning
Financial Planning
Whether you are saving for retirement, building family wealth, or saving for your child's education, the advice of your Dugan & Lopatka Financial Services adviser can add value to your current investment plans. We can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve your goals while balancing your risk tolerance. What's more, by not losing sight of your long-term goals, Dugan & Lopatka advisors are committed to helping you ride out short-term market fluctuations.
We recognize the importance of getting to know you, your financial needs, your financial goals, and your lifestyle. Independence and lack of proprietary products give us the freedom to select investments that are most appropriate for you. Your Dugan & Lopatka advisor has the flexibility to choose from a wide range of financial instruments. Whether you are looking for institutional portfolio management services, assets under management services or individual investment purchases, we can help.
Dugan & Lopatka Financial Services, LLC104 E. Roosevelt Rd., Wheaton, Illinois 60187Phone: (630) 665-0914Fax: (630) 665-5030
DUGAN & LOPATKA FINANCIAL SERVICES IS NOT AN AFFILIATE COMPANY OF LPL FINANCIAL. SECURITIES AND ADVISORY SERVICES OFFERED THROUGH LPL FINANCIAL, A REGISTERED INVESTMENT ADVISOR, MEMBER FINRA/SIPC.
