A Straightforward and Comprehensive Roadmap to Financial Certainty
Independent financial advice and fee-based comprehensive financial planning to provide you with more certainty and a straightforward roadmap for your retirement and beyond.
Work with me to create a Comprehensive and Holistic Financial Plan
Let’s work together to create a comprehensive financial plan that you can rely on requires looking at all aspects of your financial situation.
I work closely with my clients to identify their unique financial, retirement, tax and estate planning solutions to help them build and protect their wealth, while also minimizing their tax.
My clients are met with compassion in a non-judgemental environment where they know they can trust me. I work with them to remove their concerns and uncertainty about their financial future and replaces them with confidence, trust and a straightforward roadmap for the next part of their journey.
- Retirement planning
- Estate planning
- Wealth planning
- Tax planning
- Risk Management
- Asset Protection
- Wealth Transfer
“We would like to thank Ken Doll for the professional manner in which he handled our financial planning. The results of his hard work will allow us to make the right decisions we need going into retirement. We would highly recommend Ken.“
Dr. Wendell and Mrs. Jeanine Olsen