Our Process / Services
The primary service we offer at Dawson Wealth Management LLC is our dedication to relationship building with each and everyone of our clients. Our goal is to build a positive relationship first, and then build a positive financial future for our clients utilizing an objective and unbiased approach.
We oftentimes utilize the Raymond James Freedom Account Investment Approach.
Click here to view a detailed presentation on the Retirement Planning Process: Planning For Retirement
and Maximizing Your Social Security Retirement Benefits
The following are additional services we provide at Dawson Wealth Management LLC
Investment Planning:
Strategies Asset Allocation Diversification 529 Plans Mutual Funds Stocks Bonds / CD's ETF's |
Management Styles Statistical Research Socially Responsible Investing Private Portfolio Management
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Retirement Planning:
Choosing a Retirement Date Retirement Income Analysis Rollover Education |
Lump Sum Distribution Analysis Monte Carlo Simulation |
Business Planning:
| Structuring New Businesses Small and Large Companies Business Continuation Planning |
Business Insurances Benefit Planning |
Tax Management Planning:
| Tax Mitigation Income Tax Projections Cash Management |
Executive Compensation Plans:
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Insurance Planning:
| Needs Analysis Cost Analysis |
Long-Term Care Insurance Decisions |
Estate Planning:
| Current Estate Analysis Wills and Trust Planning Family Protection Minimize Taxes and Administrative Costs |
Living Wills Durable Powers of Attorney Charitable Gifting Programs |
Raymond James does not offer tax or legal advice or services. Please consult a qualified professional to discuss these matters.