FINANCIAL PLANNING

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Dolan Capital Advisors builds customized, collaborative, evidence-based financial plans specific to each client's goals and objectives.

Our planning considerations include:

INVESTMENTS > 
​Our evidence-based investment philosophy is rooted in academic research. While the goals and risk tolerance of each client may vary, we strive to build low-cost, diversified, tax-efficient portfolios to provide all clients the best opportunity for long-term success.

RETIREMENT PLANNING > 
​Helping you prepare to enjoy retirement on your terms is one of our highest priorities. Together, we can build a plan that puts the odds of success in your favor.

TAX PLANNING > 
​We utilize tax-sensitive investments and design strategic placement of current assets to help maximize the tax-efficiency of your portfolio.

EDUCATION FUNDING > 
​Not all education saving vehicles and programs are the same. Let us help evaluate your options to determine the best course of action to save for your children’s future education needs.

ESTATE PLANNING > 
Structuring a legacy to last the test of time can be a difficult task. We believe collaborative and continuous estate planning, with the guidance of leading estate attorneys and accountants, will help ensure the maximum benefit to those you leave behind.

GIVING > 
You may be charitably-minded but unsure about the most effective way to give. We can ​customize a plan to make the best use of your current assets and help achieve your philanthropic goals.