About
Dolphin Financial Group
Focused on Retirement Planning
Dolphin Financial Group
We specialize in providing guidance on the financial questions many people face during, and leading up to retirement.
Our Goal:
We strive to be the primary source of financial guidance for people approaching retirement or already in retirement. We want to reduce the stress level of our clients by developing accurate customized retirement plans which eliminate the anxiety surrounding “guesswork” and the “unknown”.
Our Philosophies:
Keep things simple
We use easy to understand language and educate our clientso.
Independence
We work for you and have no corporate influence or puppet strings.
Income first
We make sure you can pay the bills, even after you stop workings.
Act In Your Best Interests
We act as a fiduciary and must do what is best for our clients (not our pockets).
Comprehensive Service
We go beyond investments and review all financial aspects of life (holistic advice). We may not have the answer, but we make sure the answer is found and aligns with the overall plan.
No Pressure
We avoid high pressure tactics and there is never an obligation to become a clientn.