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Dollars and Sense offers a wide range
of financial services, from tax planning, preparation, investment
counseling, portfolio analysis, or comprehensive financial and
retirement planning. We can help you when you're about to make
important financial decisions, such as planning for retirement,
buying a home, financing a college education, or investing for your
family's future.
To get started, please download and complete
the free Core Data
Gathering and Risk Profile tool. This
is the first step in the process of a full financial and needs
analysis leading to a comprehensive financial and investment plan.
Core
Data Gathering and Risk Profile tool (pdf, 921kB)
Once complete, please call us for an
appointment. We will sit down, review your answers and discuss the
many avenues leading to your financial goals.
Dollars and Sense can invest your
money in a broad range of securities and other investment tools.
Please contact us for more information.
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