John Dulmage (CFP®, EA)
John Dulmage focuses in the
following client markets or areas of practice:
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
- Tax Planning
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
We love transitions – even if you don’t.
Change isn’t always easy. Whether your life has changed for the better with the addition of a child, a teen heading off to college, a marriage, inheritance or a promotion, or if your life has taken an unexpected turn such as divorce, death in the family or loss of a job, you’re often do not have time to manage the necessary changes in your portfolio. Our client reviews provides one-on-one time to catch up on the latest transitions in your life and then adjust your financial plan accordingly. Each client’s portfolio is then customized, not for the amount of risk they can tolerate, but for the amount of risk they ‘should’ be taking depending on where they are in their financial life cycle. That means we spend time learning about our clients and develop a plan that is as unique as they are.
Additional Information
We’re experienced and ready to help.
As you compare financial advisors, understand that we are not all alike. Many advisors fall short by focusing on narrow financial areas such as insurance or investments alone, Financial Pathways looks at your investments in the context of your whole financial life adding power and effectiveness to your financial plan.
John Dulmage is a CFP® or CERTIFIED FINANCIAL PLANNER™ professional by the Certified Financial Planning Board of Standards. He is licensed by the State of New Hampshire as a Life, Accident & Health and Property & Casualty insurance consultant as well as being an Enrolled Agent (EA) a Federal Tax designation granted by the IRS. He is a member of National Association of Tax Professonals (NATP). In addition John is a Registered Investment Advisor and member/co-owner of the Alliance of Comprehensive Planners (ACP). ACP members are the pioneers of a whole system approach to financial planning--planning that focuses on the person, not a product. It's a higher standard of financial planning, one that makes the advisor your advocate. ACA has the highest credential and continuing education requirements for its members in the financial planning industry. John is also certified by the Institute for Divorce Financial Analysts as a CDFA.
NAPFA Start Date
September 01, 2005
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