We Welcome You
Our Services
Empowering clients to protect and grow wealth across every phase of financial life.
Dowling Legacy & Retirement provides investors custom-tailored strategies to meet short and long-term needs. Our goal at Dowling Legacy & Retirement is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.
Enhanced Planning
Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and maintains family harmony after you’re gone.
Income Planning
At %%COMPANY NAME%%, we’re here to help you navigate throughout the income planning phases and to help you utilize tax advantaged vehicles in order to accomplish your retirement income goals.
Insurance Solutions
Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.
Retirement Strategy & Risk
The burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before, but you don’t have to carry it alone.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Women's Wealth
The unique challenges women face when it comes to retirement can be puzzling. Understanding these challenges is key to overcoming them. Piece by piece, we can help you put together a retirement strategy.
A Guide To Getting Your House In Order
Do you ever wish you had an owner’s manual to help plan for retirement?
Helping people prepare for the retirement they’ve always dreamed of is a passion of mine. Whether or not someone is a client, I like to share the ideas that have helped me find success in this field, and that’s why “A Guide To Getting Your House In Order” means so much to me. – Ronald R. Dowling & Prescia Karen Dowling
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Color of Money Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.
Reach Out To
Our Office
To learn more about how the %%COMPANY NAME%% team can be of assistance to you,
give us a call at 708-479-8771 or fill out the form below.
