THE RETIREMENT PLANNING EXPERTS FOR OVER 20 YEARS

At Dash Investments, we are fiduciaries—proud to commit to putting the interests of our clients before our own. We’ve built our advisory services on four essential pillars—Financial Planning, Portfolio Management, Tax Planning, and Income Planning—to provide each of our clients with the most comprehensive plan available to extend the life of their assets and achieve their financial goals. Our institutional-caliber, personalized money management services are based upon a solid, proven research approach that has built a solid track record for over 20 years.

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.

Financial Planning

Many people live in fear of what the future will bring, worrying about the risk of outliving their assets. Others aren’t certain if they are currently spending too much or perhaps if they could be spending more. The only solution is a comprehensive financial plan that will provide you with the information you need to take the uncertainty, and anxiety, out of the equation.

Portfolio Management

We believe that you should be able to expect more from your investment advisor. We provide institutional-caliber money management services that are based upon a solid, proven research approach. Investors who choose Dash receive a personalized, comprehensive financial service that goes beyond ordinary wealth management and which many investment firms are not properly equipped to provide. We employ a cash management method that potentially extends the life of your portfolio and can possibly optimize tax efficiency.

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.

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Complete Financial Planning Services

To assist you in achieving your financial goals, Dash Investments offers comprehensive financial planning. A holistically created financial plan by a Certified Financial Planner™ 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.
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Personalized 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.
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The Retirement Planning Professionals

Proper guidance and planning can make all the difference in your retirement success. Whether you are already in retirement, nearing retirement, or want to start planning now for this important life event, our retirement planning experts are well equipped to help you construct a sound retirement plan that will give you the peace of mind you need.

Home

Complete Financial Planning Services

To assist you in achieving your financial goals, Dash Investments offers comprehensive financial planning. A holistically created financial plan by a Certified Financial Planner™ 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.

Home

Personalized 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.

Home

The Retirement Planning Professionals

Proper guidance and planning can make all the difference in your retirement success. Whether you are already in retirement, nearing retirement, or want to start planning now for this important life event, our retirement planning experts are well equipped to help you construct a sound retirement plan that will give you the peace of mind you need.

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Read Founder Jonathan Dash’s Column in Forbes Magazine

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Five Steps for Selecting the Best Financial Advisor

We wrote the book on what makes a great financial advisor

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Dash Investments Has Been Recognized by the Following Media Outlets

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