Dunes Financial LLC
Dunes Financial provides financial planning and investment management for hardworking professionals age 50+ looking to create a retirement income plan so they can -
- Stop focusing on their investment accounts everyday knowing their investments have guardrails in place
- Stop second-guessing or putting your head in the sand around Social Security & Medicare decisions
- Stop feeling unsure about your annual taxes or worrying you may have a big bill every April
- Stop sifting through conflicting advice online knowing you have a personalized plan
Through implementation of -
- A retirement readiness assessment & comprehensive financial plan
- Balanced investment management process with income guardrails
- Annual tax review and strategy
Knowing what’s important to you and making sure everything we do is in alignment with your values is my #1 goal. The firm's core values include transparency, clarity, timeliness, and a client-first approach.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.