The Dunn Group
We take pride in helping you achieve your goals by making your needs and interests a priority. With advice and guidance that connects personal goals to potential financial solutions, the team can help you plan for the active retirement you’ve always envisioned. The process begins by taking time to understand your priorities and how you define your idea of a successful retirement. Together, we will work to develop a personalized plan that takes your unique retirement goals and entire financial picture into account. We will revisit your goals and make adjustments to your approach, as needed, to help you stay on track.
Life is a series of decisions. This belief drives everything we do as we help you connect your life and your finances. We work with you--the client--to identify your goals. We help you organize your goals as your essential needs, your important wants and your aspirational dreams. We help you analyze, strategize and allocate assets according to each of those goals. Then, you invest. As your goals evolve or circumstances warrant, we measure and guide you in adjusting - never losing sight of your needs, wants or dreams. We often work with clients for decades, even into second and third generations. We strive to help them understand that with the tools and resources we provide to help you pursue your family and life goals, a sense of confidence may emerge, sheltered from the sensationalism of investment-related hype. Our goal is to help you pursue your objectives and those of future generations.
CFP®, CPFA™, CRPC™
AAMS™, CDFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
