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.
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
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Do your insurance needs stay the same when the nest empties?
Understanding the value of a home warranty.
As our nation ages, many Americans are turning their attention to caring for aging parents.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
You’ve made investments your whole life. Work with us to help make the most of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The market is as unpredictable as the weather. We’d love to help you prepare.
Have you found yourself suddenly single? Here are 3 steps to take right now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.