Our Services
Let Dugan + Lopatka Wealth Management assist you in successfully addressing all your financial goals.
Financial Planning
Financial planning is a collaborative process that involves taking an extensive view of our clients’ finances, including a full understanding of our clients’ values, financial objectives, and main concerns that guide our recommendations.
Investment
Capital markets are unpredictable and often volatile. You are constantly bombarded with a deluge of information making it difficult to keep emotions from driving investment decisions. At Dugan + Lopatka Wealth Management, our process for investing involves a diversified approach to asset allocation. By adhering to a strict discipline for due diligence and portfolio construction, we remove emotion from the process and focus on underlying fundamentals in an effort to reduce risk and improve returns.
Retirement
The idea of not working anymore will cross your mind during your life. Whether you own a business or work for someone else, you will want to make sure you will have enough income to replace what you are giving up for retirement. Running out of money in retirement is not an option. You owe it to yourself to have a customized plan developed to help you successfully navigate through your golden years. Let Dugan + Lopatka Wealth Management help get you there.
Insurance
As much as you feel in complete control, life has many uncertainties. While you cannot accurately predict catastrophic events, you can protect yourself from the resulting financial hardship. At Dugan + Lopatka Wealth Management, we will thoroughly review all your assets and existing insurance policies. Through a needs-based analysis, we will determine and recommend the insurance coverage that is most suitable for you. Let us help you properly protect your assets.
Estate
Is a trust, a will and powers of appointment appropriate for you to consider? Leaving a legacy can mean much more than a transfer of wealth. Properly memorializing your wishes is an important step in making sure your true intentions are fulfilled. At Dugan + Lopatka Wealth Management, we will help guide your decision to a successful completion of an estate plan.
Learn More About Our Financial Planning Solutions
Learn moreKnowledge Library
Our insights are at your fingertips. Are you interested in retirement strategy, wealth management, or other financial topics? You’re welcome to browse our learning resources and connect with a financial professional when you’re ready for critical next steps.
Finding the Balance
An Arm and a Leg
We Want to Hear From You
Ready to talk about your financial goals? Let’s schedule an introductory phone call to get to know each other.