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Our Approach

Paul Dahlke and his associates, believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where we come in, we're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is where to start or not having enough money to last throughout your retirement, we can help you.

The process we follow in completing a financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.