Dennis Houlihan (BS, CFP®, MS)
Dennis Houlihan focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Dennis' areas of expertise are portfolio management, retirement planning and risk management. During slow news days, he has been quoted in such periodicals as the Wall Street Journal, Business Week, Smart Money, Investment News and local Fort Wayne newspapers.
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Additional Information
Dennis is happily married to Michelle. He enjoys golf, writing and compounding interest
NAPFA Start Date
December 14, 2001