Mike Dolson Email & Phone Number

As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors to create and implement strategies that work toward specific goals that we set together. Whether it’s setting goals to build wealth for retirement, saving for children’s’ college, protecting a family’s financial future, or wealth preservation strategies -- together we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in conjunction with other professionals including CPAs, Estate Planning Attorneys and Life Insurance Specialists for any required actions. During our initial visit, I will ask several questions and intently listen so that I fully understand your family’s needs and goals. Then together as we develop solutions and strategies, we will illuminate your intentions by honing in on your points of view. This will help us determine the appropriate strategies, accounting for your comfort with risk, and to appropriately approach your family’s goals. After being in various businesses for twenty-five years, I have found that my clients deeply appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.

Listed skills include Estate Considerations, Education Savings, Annuties, Portfolio And Retirement Plan Reviews, and 4 others.