Dogwood Financial Planning provides hourly, as-needed financial planning and investment advice to individuals. They specialize in helping people approaching retirement. Services include advice on asset allocation, investment selection, retirement planning, income and expense planning, tax planning, estate planning, and education planning. Clients can re-engage as needed for periodic reviews.
Assets Under ManagementN/A
Clients57
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Dogwood Financial Planning does not provide ongoing investment management services.
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