At Dovetail Financial, we specialize in guiding individuals and families through life's biggest transitions.
Our clients are thoughtful planners who have worked hard, saved diligently, and now seek clarity and confidence in their financial future. Our mission is to help you worry less about what could go wrong so you have the freedom to live your best life. If you're looking for an advisor who truly understands you—your history, values, and what matters most—you're in the right place.
Our Ideal Clients
Retirees & Those Approaching Retirement
Most of our clients came to us between 55-75 years old and are either preparing for retirement or already retired. Their lives are a testament to their hard work and financial discipline and want to ensure they have a secure, sustainable plan for the years ahead.
Married or Previously Married Individuals
- Many of our clients are couples where one spouse has traditionally taken the lead in managing finances. We help ensure both partners feel informed and confident.
- We work extensively with widows and divorced women who need clarity and stability in their financial future.
Financially Responsible, Yet Seeking Guidance
Our clients have saved, invested, and lived frugally, accumulating various investment accounts, insurance policies, and assets. However, their financial lives have become more complex, and they want to ensure they’re making the right decisions to protect their future.
Common Challenges We Help Solve
Uncertainty About the Future
Even with years of smart financial decisions, our prospective clients often ask:
- Do I need all these accounts?
- Is my money invested wisely?
- Am I paying more in taxes than I should?
- Am I prepared for the unexpected?
We help cut through the complexity and provide clear answers, ensuring that every financial decision supports your ability to enjoy life without unnecessary worry.
Healthcare Costs & Longevity Planning
As life expectancy increases, so do concerns about healthcare expenses, long-term care, and maintaining financial independence. We provide strategies to safeguard your financial well-being against rising medical costs and potential long-term care needs, ensuring you have the confidence to face the future.
An Advisor Who Truly “Gets You”
Life will continue to change, and so will your finances. You need more than just financial expertise—you need a partner who understands you. We take the time to learn about your life, your values, and your history so we can provide guidance that truly fits.
Are we the Right Fit?
If you’re looking for a trusted advisor who listens first, understands your unique story, and helps you navigate financial transitions with confidence, we’d love to meet you. Let us help you worry less about what could go wrong so you can focus on what truly matters.
Let’s start a Conversation
Schedule the Your Situation Conversation today.
