A wealth management plan at The Dowling Group integrates:

• Cash Flow: To fully understand and quantify your situation, so we can design a plan that works toward your goals while supporting your current lifestyle
• Tax Planning: To keep more of what you earn by minimizing income tax and proper reporting
• Investment Positioning: To grow your assets in a dynamic market
• Risk Management: To insulate you from the unexpected
• Estate & Trust Planning: To protect your legacy and ensure it passes, intact, to your beneficiaries

Financial Services We Provide In-House and by ReferralOur process considers all the major influences on your financial status; being independent advisors allows us to recommend best-of-breed solutions from a variety of sources, and to help you manage them all efficiently.

Wealth Management :
• Integrated Wealth Planning
• Investment Management
• Estate Planning
• Trust Planning
• Family Office Services
• Philantropic & Charitable Giving
• Tax Planning
• Financing
• Bill Paying & Bookkeeping
• Trustee Services
• Estate Administration

Financial Planning :
• Retirement Planning
• Investment Planning
• Investment Analysis
• Mortgages/Refinances
• Budget & Cash Flow Analysis
• Tax Planning
• Estate Planning
• Bookkeeping
• Accounting

Risk Management : 
• Life Insurance
• Health Insurance
• Property Insurance
• Casualty Insurance
• Unemployment Insurance
• Accident & Sickness Insurance
• Home Insurance
• Liability Insurance
• Credit Insurance
• Alternative
• Auto Insurance

Investment Management : 
• Individual Brokerage Accounts
• Checking/Debit Card Accounts
• Individual Retirement Accounts
• IRA Rollover Accounts
• Roth IRA Accounts
• 401(k) Rollover Accounts
• Inherited IRA Accounts
• Trust, Estate, Partnership Accounts
• Corporate Accounts
• Tax Efficient Strategies
• Low Cost Strategies

Income Tax : 
• Individual Income Tax Preparation (Form 1040)
• Partnership Income Tax Preparation (Form 1065)
• Corporate Income Tax Preparation (Forms 1120 & 1120S)
• Trust & Estate Income Tax Preparation (Form 1041)
• Estate Tax Preparation (Form 706)
• Gift Tax Preparation (Form 709)
• Tax Authority Representation
• Tax Planning
• Probate Accounting