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CLIENT PORTAL * About * About Dash * Management * IN THE MEDIA * Book * What to Expect * Services * Our Services * Financial Planning * Portfolio Management * Income Planning * Tax Planning * Resources * ARTICLE LIBRARY * Forbes.com * Paladinregistry.com * Retirementplanning.net * Financialplanners.net * Financialadvisor.net * Wiseradvisor.com * Education * IRAs & Retirement Plans * Stocks * ETF’s & Mutual Funds * Bonds * Annuities * Life Insurance * All Videos * Contact * About * About Dash * Management * IN THE MEDIA * Book About * What to Expect * Services * Our Services * Financial Planning * Portfolio Management * Income Planning * Tax Planning Services * Resources * ARTICLE LIBRARY * Forbes.com * Paladinregistry.com * Retirementplanning.net * Financialplanners.net * Financialadvisor.net * Wiseradvisor.com Resources * Education * IRAs & Retirement Plans * Stocks * ETF’s & Mutual Funds * Bonds * Annuities * Life Insurance * All Videos Education * Contact THE RETIREMENT PLANNING EXPERTS FOR OVER 20 YEARS At Dash Investments, we are fiduciaries—proud to commit to putting the interests of our clients before our own. We’ve built our advisory services on four essential pillars—Financial Planning, Portfolio Management, Tax Planning, and Income Planning—to provide each of our clients with the most comprehensive plan available to extend the life of their assets and achieve their financial goals. Our institutional-caliber, personalized money management services are based upon a solid, proven research approach that has built a solid track record for over 20 years. LEARN MORE INCOME PLANNING With all the variables that come into play, planning for lifetime income security in the distribution phase of a retirement plan can be far more complex than the accumulation phase. Dash Investments has the expertise, tools, and resources to help you convert your assets into a lifetime income stream that outpaces inflation and meets your lifestyle needs. LEARN MORE FINANCIAL PLANNING Many people live in fear of what the future will bring, worrying about the risk of outliving their assets. Others aren’t certain if they are currently spending too much or perhaps if they could be spending more. The only solution is a comprehensive financial plan that will provide you with the information you need to take the uncertainty, and anxiety, out of the equation. LEARN MORE PORTFOLIO MANAGEMENT We believe that you should be able to expect more from your investment advisor. We provide institutional-caliber money management services that are based upon a solid, proven research approach. Investors who choose Dash receive a personalized, comprehensive financial service that goes beyond ordinary wealth management and which many investment firms are not properly equipped to provide. We employ a cash management method that potentially extends the life of your portfolio and can possibly optimize tax efficiency. LEARN MORE TAX PLANNING The greatest impediment to building and preserving wealth is unnecessary taxation, which is why we include tax planning as a critical part of our advisory service. Our tax planning professionals can help you identify planning opportunities and stay on top of tax law changes to keep your lifetime tax liability as low as possible. LEARN MORE PreviousNext 12345 INCOME PLANNING FINANCIAL PLANNING PORTFOLIO MANAGEMENT TAX PLANNING FINANCIAL PLANNING To assist you in achieving your financial goals, Dash Investments offers comprehensive financial planning. A holistically created financial plan by a Certified Financial Planner™ can show you precisely where you are in relation to what you hope to achieve with tailored solutions designed to get you there. Find out how our expert Financial Planners can help you get where you want to go. learn more PORTFOLIO MANAGEMENT While many investment advisors tend to manage client assets as a pool, we take a different approach. Building an individual portfolio tailored to you and your needs is our specialty. You need to ensure your money is working to help you reach your goals, not someone else’s. Find out how Dash Investments Investment Research Team can help you create a portfolio customized to you, not your advisor. learn more INCOME PLANNING With all the variables that come into play, planning for lifetime income security in the distribution phase of a retirement plan can be far more complex than the accumulation phase. Dash Investments has the expertise, tools, and resources to help you convert your assets into a lifetime income stream that outpaces inflation and meets your lifestyle needs. learn more TAX PLANNING The greatest impediment to building and preserving wealth is unnecessary taxation, which is why we include tax planning as a critical part of our advisory service. Our tax planning professionals can help you identify planning opportunities and stay on top of tax law changes to keep your lifetime tax liability as low as possible. learn more FINANCIAL PLANNING To assist you in achieving your financial goals, Dash Investments offers comprehensive financial planning. A holistically created financial plan by a Certified Financial Planner™ can show you precisely where you are in relation to what you hope to achieve with tailored solutions designed to get you there. Find out how our expert Financial Planners can help you get where you want to go. learn more PORTFOLIO MANAGEMENT While many investment advisors tend to manage client assets as a pool, we take a different approach. Building an individual portfolio tailored to you and your needs is our specialty. You need to ensure your money is working to help you reach your goals, not someone else’s. Find out how Dash Investments Investment Research Team can help you create a portfolio customized to you, not your advisor. learn more INCOME PLANNING With all the variables that come into play, planning for lifetime income security in the distribution phase of a retirement plan can be far more complex than the accumulation phase. Dash Investments has the expertise, tools, and resources to help you convert your assets into a lifetime income stream that outpaces inflation and meets your lifestyle needs. learn more TAX PLANNING The greatest impediment to building and preserving wealth is unnecessary taxation, which is why we include tax planning as a critical part of our advisory service. Our tax planning professionals can help you identify planning opportunities and stay on top of tax law changes to keep your lifetime tax liability as low as possible learn more NAVIGATING UNCERTAINTY While you can’t control everything, seeking answers to your concerns can ease the worries that keep you up at night READ FOUNDER JONATHAN DASH’S COLUMN IN FORBES MAGAZINE read articles AWARDS AND RECOGNITION HOW WE HELP Dash Inv. did not provide any cash or non-cash compensation in return for these reviews, testimonials, and endorsements by existing clients and other individuals. DASH INVESTMENTS HAS BEEN RECOGNIZED BY THE FOLLOWING MEDIA OUTLETS FIVE STEPS FOR SELECTING THE BEST FINANCIAL ADVISOR We wrote the book on what makes a great financial advisor Book my session now Schedule a Call on our calendar Call Us Speak to a local advisor now Contact us online Let us know how we can help WHAT TO EXPECT ABOUT About Dash Management In The Media Book SERVICES Our Services Financial Planning Portfolio Management Income Planning Tax Planning RESOURCES Article Library Forbes.com Paladinregistry.com Retirementplanning.net Financialplanners.net Financialadvisor.net Wiseradvisor.com EDUCATION CENTER IRAs & Retirement Plans Stocks ETF's & Mutual Funds Bonds Annuities Life Insurance All Videos FIDUCIARY STANDARD Firm Brochure ADV Part 2A Form CRS WHAT TO EXPECT ABOUT ABOUT DASH MANAGEMENT IN THE MEDIA BOOK SERVICES OUR SERVICES FINANCIAL PLANNING PORTFOLIO MANAGEMENT TAX PLANNING INCOME PLANNING RESOURCES ARTICLE LIBRARY FORBES.COM PALADINREGISTRY.COM RETIREMENTPLANNING.NET FINANCIALPLANNERS.NET FINANCIALADVISOR.NET WISERADVISOR.COM EDUCATION CENTER IRAS & RETIREMENT PLANS STOCKS ETF’S & MUTUAL FUNDS BONDS ANNUITIES LIFE INSURANCE ALL VIDEOS FIDUCIARY STANDARDS FIRM BROCHURE ADV PART 2A FORM CRS Phone: 800.549.3227 | Email: info@dashinvestments.com