Donald Dority (CFP®, CPA/PFS)
Donald Dority focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Business Owners
- College/Education Planning
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
We are here to help all of our clients and their unique needs related to their retirement and financial health. No future is too big or too small for us, our goal is to simply help create a positive future for our clients.
We offer one time comprehensive financial plans, ongoing financial planning, and investment advisory services.
NAPFA Start Date
July 25, 2017