WHAT DO YOU CARE ABOUT MOST?
We want to guide you to peace of mind and confidence in your finances so you can focus on what you care about most.
IS UPON US
Taxes can be confusing. Be sure that you aren't missing out on some of these commonly overlooked tax deductions.
WHAT TO LOOK FOR
When it comes to choosing a financial advisor, you should know what they value.
One thing you’ll notice about us right away – we’re a family business with a strong family atmosphere. Pat Dodds founded Dodds Wealth Advisors in 1979. Since then, both the family and company have grown tremendously. The key to our success, we think, is that we treat our clients as being a part of our extended family. We take great care to get to know them and their individual needs and goals. Then we work together, with more than 100 years of combined financial and retirement planning experience, to “exact fit” a plan to their needs. And we’d be happy to do the same for you.
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
The Cost of Procrastination
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you’ll find yourself behind."
- Benjamin Franklin