RETIREMENT PLANNING • WILMINGTON, NC
Plan for retirement before you leave work.
You’ve spent years building toward retirement. Now the decisions are closer: when to leave work, how much to spend, and what your investments need to provide. Dovetail helps you weigh these decisions and build a plan for the retirement you want.
Fee-only • Fiduciary • In-person and virtual meetings
Make the move with a clearer financial plan.
When should I leave work?
Compare retirement dates alongside what you want more time for and what you value about working. See what another year of work would change financially and personally.
What happens after my last paycheck?
Connect the life you want to support with a plan for income, benefits, withdrawals, and taxes as you leave work.
Are my investments ready for the change?
Review how your portfolio will support spending when you begin drawing from it.
A plan you can put into action. An advisor who stays involved.
Your retirement plan should reflect what matters to you and what the financial analysis shows. Each can help you see your choices differently. At Dovetail, retirement planning and investment management come together in one ongoing relationship.
Understand your choices
We compare your choices and explain our recommendations, assumptions, and uncertainties. We speak candidly about risks to what matters to you, and make room for questions or disagreement.
Put decisions into practice
We help carry out the financial steps you choose, with a primary advisor and support from the Dovetail team.
Adjust as life changes
We review how earlier choices are working and help you consider new decisions as life changes. You can also choose to keep an arrangement that still fits.
Our advisors are paid through advisory fees, not commissions from investment or insurance product sales.
Start with a conversation about what you need.
Bryant Lester, CFP®, leads our introductory calls. Tell him what brings you here—even if your retirement goals aren’t settled—and ask about our services, fees, and advisors. Together, you’ll consider whether to meet with an advisor to discuss your needs in more detail.
You don’t need to assemble detailed financial records for this call. If you decide to continue, Bryant will arrange a conversation with Ross Marino, CFP®, CeFT®, or another Dovetail advisor.
The introductory call helps you decide whether Dovetail may be right for you. You won’t receive personal financial recommendations during this call.
