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 Personal Financial Planning
Personal Financial Planning
You work hard. Fortunately you have had some success. But you worry about the future. Faced with complicated and ever-changing tax laws, the maze of investment opportunities, and the many forces at work in the American economy, how can you be sure your assets, savings and investments grow to satisfy both your current lifestyle needs and a comfortable retirement?
We will help you answer these questions:
- Where do you stand now?
- Where do you want to go?
- How are you going to get there?
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.
How We Can Help
When you come to us for planning services, we review your financial situation, discuss your goals and develop a specific plan of action with you. But our relationship doesn't end there. Life changes. Financial situations change as do your goals. We will always be available to review your plan and make any necessary changes.
Give us a call today.
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.
