Duane Dollar, CFP^®, ChFC

Associate Vice-President | Financial Advisor

Duane Dollar is a Financial Advisor with over 21 years industry experience.  Duane has spent the last 10 years of his career specifically helping pre-retirees answer the $64,000 question:  "When Can I Retire and How Much Can I Spend?" 

He is passionate about creating customized Retirement Income Plans for clients to build confidence in the 'spending plan' they desire to have in retirement.  He believes that investors need to begin planning early and to develop a written retirement plan by age 55.  This plan needs to reviewed every two years or at major life events.  Some factors needed to complete a Retirement Income Plan include:

• Expected retirement date
• Life expectancy of husband and wife (if applicable)
• Income sources such as Social Security, Pension, Royalties, Part time work etc
• Financial events such as sale of home or business, inheritance, lump-sum purchases
• Detailed spending plan and goals of how this would change over time.  i.e.
  • Travel and entertainment
  • Periodic car purchases
  • Periodic home remodels
  • Caring for parents or disable children
• Rate of return expectations

After collecting this data, Duane prepares a detailed, customized Retirement Income Plan which illustrates the probability for success using a methodology called Monte Carlo. 

Duane has found that many times clients are able to gain confidence and enjoyment during retirement knowing they can have the lifestyle they want and in most cases, leave assets behind for their heirs. 

This service is reserved for clients of Duane Dollar and there is no charge for this service.