Discover the benefits of investing through a locally owned firm. Come visit us today at 2730 W. Agua Fria Freeway, Suite 201, Phoenix, AZ 85027.
Understanding Today’s Financial Environment
At Dobbins Wealth Management, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of planning for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate planning, our personalized service focuses on your needs, wants and financial goals and objectives.
Brian Dobbins and Eric J. Viavattene have years of experience in financial services. They can help you address your needs for today and for many years to come.
We look forward to working with you through all stages of your life. Please call (602) 279-5464.
You’ve made investments your whole life. Work with us to help make the most of them.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Economic Journey of Your Morning Coffee
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A letter of instruction provides additional and more personal information regarding your estate.
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
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