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.

The DWM Process

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 Roles of Trusts







The following are additional services we provide at Dawson Wealth Management LLC

Investment Planning:



Asset Allocation


529 Plans

Mutual Funds


Bonds / CD's


Management Styles

Statistical Research

Socially Responsible Investing

Private Portfolio Management



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:

  • Stock Option Analysis
  • Incentive Compensation


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.

Email DWM here