Jesse G. Dogillo, CFP®
Our Services
Jesse Dogillo specializes in providing financial advisory services and counseling to private individuals and small business owners. He has over 30 years of experience - A boutique firm, with local clients, he emphasizes personal service.
Business and Employee Benefit Planning:
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Arranging pension and 401(k) plans
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Developing non-qualified executive deferred compensation plans
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Providing group life, disability, and health plans
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Assisting with buy-sell agreements and succession plans
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Risk management and insurance
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Key person life insurance
Personal Financial Planning:
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Analyze your financial picture
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Provide guidance in developing financial goals
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Develop, implement, and regularly review plans for achieving those goals
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Income Tax Planning
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Investments and Money Management
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Retirement Planning
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Risk management and insurance
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Real Estate & Financing Services
Estate Planning:
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Protecting your family’s future
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Conserving estate assets
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Using trusts effectively
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Minimizing estate taxes
