Understanding Today’s Financial Environment
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Dowling Financial Services & Wealth Management, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.Contact Us
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Regardless of how you approach retirement, there are some things about it that might surprise you.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
What if instead of buying that vacation home, you invested the money?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you have causes that you want to support with donations?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.