SERVICES

The heart of advice begins with developing a vision for your personal financial life.

At Dutton Financial Planning, LLC, we believe that understanding your unique goals and aspirations is the foundation of effective financial guidance. By creating a clear vision of your financial future, we tailor our strategies to align with your objectives, ensuring that every decision moves you closer to realizing your dreams. This personalized approach empowers you to take control of your financial journey with confidence and clarity.

Advice Personalized to You

We offer a broad range of global market portfolios designed for your goals and preferences.

Our comprehensive approach ensures that your investment strategy is aligned with your financial aspirations and risk tolerance. Some common planning focuses include:

Open laptop displaying a wealth management dashboard with account balances, net worth, investments, and financial goals. Perfect for illustrating financial organization and planning tools.
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Executives

Stock options, partnership equity, and deferred compensation planning needs

Business Owners

Exit planning, cash flow planning, tax planning, estate planning and retirement planning needs

Near Retirees and Retirees

Assistance with retirement income planning, estate planning and tax planning

Estate Planning Focused Individuals

Complex estate and charitable planning needs, assistance with trust planning

Insurance Planning

Comprehensive insurance reviews are a part of every planning engagement

Organize. Monitor. Collaborate.

All services include a Personal Financial Management website bringing clarity, confidence, and peace of mind all in one place.

This comprehensive tool assists in managing your unique financial needs and goals effectively, anytime and anywhere. Featuring personalized diagrams and charts, real-time balance sheets, and expenditure tracking, it ensures you know where every dollar is flowing. By combining this personalized digital experience with the professional guidance only a trusted advisor can provide, we can seamlessly build and monitor a financial plan that aligns with your objectives.

Collage of laptop screens displaying various financial management dashboards and graphs, showcasing account balances, net worth, investments, and goal tracking.

  • Organizer

    Connect all your accounts for a consolidated view of your entire financial picture.

  • Investments

    Interactive charts and detailed views help monitor all your accounts.

  • Screen Sharing

    Join a screen sharing session quickly and easily for interactive planning.

  • Vault

    Safely store your most important financial documents, accessible 24/7.

  • Track Spending

    Know how much you’re spending, and where.

  • Budgeting Tools

    Set budgets to help reach your savings goals.

  • Mobile

    A complete financial picture available on your smart phone.

  • Goals

    See if you’re on target to reach your most important goals.

Connect

Are you ready? Let’s talk.

Logo of BrokerCheck by FINRA in white text on a blue background, with a magnifying glass integrated into the letter 'C'.

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.

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