Dennis O'Brien (BS, MS, RTRP)
Dennis O'Brien focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Divorce Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- Charitable Giving
- Divorce Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
We provide comprehensive Fee Only Financial Advising. For Individuals - Comprehensive Financial Advising from investment management to tax prep to education/retirement/estate planning.
For Business - we provide retirement plans SEP, SIMPLE and 401(k) for any size business. Additional services available.
For Non-Profits - we provide 403(b) retirement plans, foundation and endowment investment management, cash flow analysis and budget planning assistance.
We continue to be sited in numerous publications and a profile of our work has been published in Investment Advisor Magazine.
Additional Information
We provide the following services:
- Investment Management
- Tax Planning and Preparation
- Insurance Review
- Planning for Education/Retirement/Estates
- Cash Management
- Retirement Plans including SEP, 401k, 403b
- Endowment and Foundation Management.
NAPFA Start Date
March 07, 2005