Dutton Financial Planning, LLC: Expert Financial Advising in Fort Worth, TX

WHERE WILL YOUR FINANCIAL
JOURNEY TAKE YOU?

We believe in the power of a simplified life, investing for the future and living confidently.

But this isn’t about us. It’s about you, your goals, your future, and your legacy. Imagine working with a financial partner who understands your big picture, puts your best interests first, and provides a road map to your financial life. Someone who will help create a plan based on your unique needs, a plan that will evolve as your life or business evolves. Oh, and it’d be great if they were nice to work with, too. Welcome to Dutton Financial Planning, LLC.

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What We Do

First we learn, then we create, then we put plans into action.

Whether you’re a corporate executive, business owner, athlete, entertainer, or looking to enhance your philanthropic efforts, we have your best interest in mind. We offer personalized advice and services designed specifically for you.

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Smiling financial advisor in glasses and a green plaid shirt discusses paperwork with a client in a modern office setting.

Our Financial Advising Services

Personal Financial Planning

Personal financial planning is the heart of wealth management. It is essential for achieving financial security, building wealth, and realizing long-term aspirations. The plan is a roadmap for making informed financial decisions and maximizing financial well-being.

Investment Management

We analyze your goals, time horizon, and risk tolerance to determine the appropriate investment strategies for you and your family.

Estate Planning

Through partnerships with a team of outside professionals, we develop a plan to manage and distribute your assets according to your wishes upon death. Estate planning is essential for protecting your family and fulfilling your legacy goals.

Retirement Planning

Estimate your retirement expenses and develop a plan to accumulate the necessary savings through retirement accounts like 401(k)s IRAs or pension plans. If you are already in retirement, developing a strategy for income is essential for preserving your lifestyle in retirement.

Education Planning

Education planning involves strategically managing resources to fund educational expenses, such as tuition, fees, books, and living expenses, for oneself or one’s dependents. Considering the significant costs associated with higher education today, it’s a critical aspect of financial planning.

Business Financial Planning

Business financial planning involves analyzing a company’s finances to achieve the financial goals and objectives of the business and its owners. Often, a business is the primary source of wealth for individuals and families and should be included in the overall wealth management process.

Executive Compensation

Executive compensation planning refers to the financial compensation and other benefits provided to company-level executives. Executive compensation packages are designed to attract, retain, and motivate talented executives to lead the organization effectively and achieve its strategic objectives. Incorporating this to your overall retirement or estate plan can greatly reduce tax burdens and maximize your wealth potential.

Tax Planning

Strategic tax planning requires minimizing tax liabilities through tax-deferred investments, tax-efficient asset allocation, and taking advantage of available tax deductions and credits. We partner with a team of CPAs and other tax professionals to minimize your tax exposure.

Retirement Plan Advising

Do you have a 401k or need to implement a business plan? As a 3(21) fiduciary, we partner with companies to develop prudent portfolio strategies for the retirement plan.

The world of financial success may be complex, staying connected to your financial plan shouldn’t be.

As part of our services, we develop a personalized financial dashboard tailored to your unique needs and goals, granting you 24/7 access to your data. Here, you can review your real-time balance sheet and investment portfolio, track your expenditures, and receive alerts for significant events like Medicare enrollment, Social Security Benefit claims, account balance fluctuations, and much more. Additionally, you can securely store essential documents in your personal cloud-based storage system, known as ‘The Vault.’

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Our Focus

As a fee-only fiduciary, we provide independent advice designed to put your best interests first.

Tim Dutton is an independent, fiduciary fee-only advisor, CFP®, and CIMA® professional based in Fort Worth, Texas. At Dutton Financial Planning, LLC, we engage in a planning process centered on your unique needs, evolving as your life evolves. We view financial advising as a long-term partnership, dedicated to keeping you on track with your financial life goals.

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Frequently Asked Questions

What is comprehensive financial planning?

Comprehensive financial planning is the process of managing your finances to achieve specific life goals and objectives. It involves assessing your current financial situation, setting goals, developing a plan to achieve those goals, and regularly monitoring and adjusting the plan as needed.

Why should I work with a financial advisor?

Whether you choose to work with a financial advisor depends on your individual needs, preferences, and comfort level with managing your finances. Seeking professional guidance from a qualified financial advisor may be a prudent decision to help you navigate your financial journey with confidence and clarity.

When should I get a financial advisor?

Whether facing complex financial challenges or seeking professional guidance to achieve your financial aspirations, a financial advisor can offer valuable assistance and support tailored to your circumstances.

How do I know you have my best interests in mind?

Dutton Financial Planning, LLC is held to a fiduciary standard, meaning we are legally and ethically obligated to act in your best interest. We prioritize your interests above our own and provide objective advice that serves your needs.

How is performance measured with financial planning?

Performance measurement in financial planning involves assessing the effectiveness of your financial plan in achieving your predetermined goals and objectives.

Is financial planning the same as wealth management?

We define financial planning as a broader concept that encompasses setting and achieving financial goals, and wealth management as a more specialized and comprehensive approach to managing the financial affairs of affluent individuals and families.

How do I choose a financial advisor?

Choose a financial advisor you feel comfortable with, trust, and can communicate openly and honestly. Trust your instincts and choose an advisor who listens to your concerns, understands your goals, and provides personalized advice tailored to your needs.

Connect

Are you ready? Let’s talk.

Our team is dedicated to providing honest, clear, and straightforward financial advice tailored to your needs. As a part of our commitment to maintaining the highest standards of integrity, we encourage you to verify our credentials and track record through FINRA’s BrokerCheck.

Peace of mind and a clear direction.

We view ourselves as the trail leaders of your financial journey providing the path to living intentionally and confidently. Our goal at Dutton Financial Planning, LLC is to simplify your financial life so that you can focus on what matters most to you.

Financial Planning, LLC

(940) 736 – 8380
Aledo, Texas

Advisory services are offered through Dutton Financial Planning, LLC, an Investment Advisor in the State of Texas.
© 2024 Dutton Financial Planning, LLC

Peace of mind and a clear direction.

Financial Planning, LLC

(940) 736 – 8380
Aledo, Texas

Advisory services are offered through Dutton Financial Planning, LLC, an Investment Advisor in the State of Texas.
© 2024 Dutton Financial Planning, LLC

WHERE WILL YOUR FINANCIAL JOURNEY TAKE YOU?

We believe in the power of a simplified life, investing for the future and living confidently.

What We Do

First we learn, then we create, then we put plans into action.

Our Financial Advising Services

The world of financial success may be complex, staying connected to your financial plan shouldn’t be.

Our Focus

As a fee-only fiduciary, we provide independent advice designed to put your best interests first.

Frequently Asked Questions

Connect

Are you ready? Let’s talk.

Peace of mind and a clear direction.

Peace of mind and a clear direction.

WHERE WILL YOUR FINANCIAL
JOURNEY TAKE YOU?