Dwight Dettloff (CFP®, CPA, MAcc, PFS™, RICP®)
Dwight Dettloff focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Plan Investment Advice
- AUM
- Baby Boomers
- Business Owners
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Plan Investment Advice
Planning Specialties
I help clients evaluate their retirement readiness and create a personalized retirement paycheck plan. This includes developing Social Security timing strategies, identifying tax reduction opportunities, and coordinating estate planning strategies with their attorney. I also design income withdrawal strategies to ensure a steady retirement paycheck. For business owners, I provide guidance on employee benefits and retirement plan options.Additional Information
Hi, I’m Dwight. Thanks for stopping by. I am a CPA and fee-only financial advisor in Lafayette, Colorado, and I specialize in tax-efficient financial planning for retirees and those about to retire in Colorado or elsewhere in the United States. My clients are typically age 50 or older and have successfully launched their kids. They are either retired or planning to retire within the next five years or less. Most are property owners, U.S. citizens, and have liquid assets above $750,000. They want comprehensive financial guidance, not just an investment salesperson, and they need support as they approach the biggest financial change of their life. They also prefer to delegate the heavy lifting of investments, financial planning, and tax planning to a professional on an ongoing basis, rather than seeking one-time projects. Just as important, they are nice folks — while it may sound cliché, I only work with genuinely nice people with whom there is mutual respect.NAPFA Start Date
August 14, 2017
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