FINANCIAL PLANNING
To assist you in achieving your financial goals, Dash Investments offers comprehensive financial planning. A holistically created financial plan by a Certified Financial Plannerâ„¢ can show you precisely where you are in relation to what you hope to achieve with tailored solutions designed to get you there. Find out how our expert Financial Planners can help you get where you want to go.
Portfolio Management
While many investment advisors tend to manage client assets as a pool, we take a different approach. Building an individual portfolio tailored to you and your needs is our specialty. You need to ensure your money is working to help you reach your goals, not someone else’s. Find out how Dash Investments Investment Research Team can help you create a portfolio customized to you, not your advisor.
INCOME PLANNING
With all the variables that come into play, planning for lifetime income security in the distribution phase of a retirement plan can be far more complex than the accumulation phase. Dash Investments has the expertise, tools, and resources to help you convert your assets into a lifetime income stream that outpaces inflation and meets your lifestyle needs.
TAX PLANNING
The greatest impediment to building and preserving wealth is unnecessary taxation, which is why we include tax planning as a critical part of our advisory service. Our tax planning professionals can help you identify planning opportunities and stay on top of tax law changes to keep your lifetime tax liability as low as possible.
FINANCIAL PLANNING
To assist you in achieving your financial goals, Dash Investments offers comprehensive financial planning. A holistically created financial plan by a Certified Financial Plannerâ„¢ can show you precisely where you are in relation to what you hope to achieve with tailored solutions designed to get you there. Find out how our expert Financial Planners can help you get where you want to go.
PORTFOLIO MANAGEMENT
While many investment advisors tend to manage client assets as a pool, we take a different approach. Building an individual portfolio tailored to you and your needs is our specialty. You need to ensure your money is working to help you reach your goals, not someone else’s. Find out how Dash Investments Investment Research Team can help you create a portfolio customized to you, not your advisor.
INCOME PLANNING
With all the variables that come into play, planning for lifetime income security in the distribution phase of a retirement plan can be far more complex than the accumulation phase. Dash Investments has the expertise, tools, and resources to help you convert your assets into a lifetime income stream that outpaces inflation and meets your lifestyle needs.
TAX PLANNING
The greatest impediment to building and preserving wealth is unnecessary taxation, which is why we include tax planning as a critical part of our advisory service. Our tax planning professionals can help you identify planning opportunities and stay on top of tax law changes to keep your lifetime tax liability as low as possible
Navigating Uncertainty
While you can’t control everything, seeking answers to your concerns can ease the worries that keep you up at night
Read Founder Jonathan Dash’s Column in Forbes Magazine
How We Help
Dash Inv. did not provide any cash or non-cash compensation in return for these reviews, testimonials, and endorsements by existing clients and other individuals.