Dodds Wealth Advisors - Florida at 1400 Marsh Landing Pkwy Suite #105, 32250 Jacksonville Beach, United States

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OUR FAMILY It was in 1979 that Pat Dodds became passionate about helping others achieve financial freedom allowing them to enjoy life with less stress and better memories. Today, that passion is stronger than it’s ever been. Dodds Wealth Advisors is an independent wealth management firm through Money Concepts Capital Corp., comprised of several of Pat and Sharon Dodds’ children and in-laws, working in the capacity of advisors, marketing and operations. Pat’s not surprised by this and neither are their clients; after a brief interaction with any member of the Dodds team a client leaves feeling as though they’re part of the family. And that’s part of our mission – to serve our clients and their best interests in such a way that they feel as though we’re family. OUR VALUES Integrity: We pledge soundness and honesty in all our dealings with clients and companies with whom we affiliate. Commitment: We regard all associations as a trust and give our total attention to the best interest of our clients, now, and in the future. Fairness: We insist that all arrangements work equally well for all parties in both human and financial terms. Credibility: We will not associate ourselves with products or services that we cannot believe in and use with pride and integrity. Opportunity: We will constantly be alert to changes in markets, products, regulations and the economy for the opportunities they may create. -------------------------------------------------------------------------------------- OUR APPROACH As your financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. We will help guide you along your financial journey by talking with you about your life and your goals and anticipate changes that need to occur in your financial strategy. The following services are how we best help our clients achieve their personal financial and wealth goals for themselves and their families. SERVICES Retirement Accumulation and Income Planning: Our team will help customize your “financial blueprint” for accumulating wealth AND protecting your wealth during your retirement years. Wealth Plan: Our team of professionals will design a plan that directs you from your current financial situation to financial freedom. Because your plan will change as your life changes, we will provide regular reviews to meet your needs. Active Portfolio Management: We do not believe in “buy, hold and hope” when it comes to managing your wealth. Our team actively manages your assets using our Advance and Protect process. Estate and Legacy Planning: Our wealth advisors will help you maximize the distribution of your wealth to meet your objectives. We will establish a comprehensive estate plan that leaves nothing to chance. Risk Management: Our team of wealth advisors will calculate your transferrable risks which could be catastrophic to your portfolio. We will evaluate life, long term care, and disability insurance coverage. Pro-active Tax Planning: Our advisors will proactively manage your tax liabilities and tax appropriate investing and plan for significant tax events so that you can maximize your opportunities. -------------------------------------------------------------------------------------- OUR PROCESS Once we know what you want out of life, for yourself and your family, we evaluate where you are relative to your goals. We can then recommend strategies to get you where you want to be. But we don't stop there. We help you implement the recommendations and watch over your plan so that you can live your life. We continually monitor your financial situation to ensure that you remain on track to achieve your goals. Your goals remain the centerpiece of our recommendations and strategies. Learn more about our Six Step Continuum Process on our website. -------------------------------------------------------------------------------------- All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Not affiliated with Money Concepts Capital Corp. Offices FL/OH.

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Jacksonville Beach

Dodds Wealth Advisors - Florida

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Bank/Financial Service category, Jacksonville Beach