A VISION WITH THE FOCUS ON YOU
Dadko Wealth Management offers a comprehensive approach through the lens of a long-term, consultative relationship. Through our unique financial planning and consultative process, we learn what matters most to you and systematically address each of your goals and concerns, recommending a personalized financial road map to guide you through life.
PLANNING FOR EVERY STAGE OF YOUR LIFE
Many financial advisors limit their scope to only selling investment products, overlooking the comprehensive financial landscape of individuals and families. At Dadko Wealth Management, we understand that financial success brings both responsibility and complexity. That is why, with each client, we craft personalized financial plans that encompass key areas addressing:
• Investment Management
• Risk Management
• Savings Strategies
• Retirement Planning
• Generating Cash Flow for Income
• Estate Planning Strategies
• Tax Planning
• Insurance Planning to include Long-Term Care
Additionally, we offer our services in coordination with our clients’ estate planning attorney and CPA to ensure comprehensive coverage and support in these critical domains.
If desired, we will also facilitate family meetings to help ensure members of your family are briefed on your vision and understand your intentions for your financial and estate plan.
