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Home | Dolf Dunn Wealth Management, LLC

Everybody deserves a Financial Road Map. In less than an hour we can establish where you are financially compared to where you want to be so that you can put together a strategy to pursue the things that matter most to you in life. Please call us at 704-897-0482 Learn More. The life you want to live …. The way you want to live it. Dolf makes a PACT. With his clients. PACT is an acronym that stands for the four expectations clients have of their financial advisor. Aspects of their financial affairs. 160; ...

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Cory Shuford

11330 Vans●●●●●●●●●● Suite 101

Hunt●●●●ille , NC, 28078

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704●●●482

co●●@dolfdunn.com

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Cory Shuford

11330 Vans●●●●●●●●●● Suite 101

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co●●@dolfdunn.com

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Everybody deserves a Financial Road Map. In less than an hour we can establish where you are financially compared to where you want to be so that you can put together a strategy to pursue the things that matter most to you in life. Please call us at 704-897-0482 Learn More. The life you want to live …. The way you want to live it. Dolf makes a PACT. With his clients. PACT is an acronym that stands for the four expectations clients have of their financial advisor. Aspects of their financial affairs. 160; ...

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Home | Dolf Dunn Wealth Management, LLC | dolfdunn.com Reviews

https://dolfdunn.com

Everybody deserves a Financial Road Map. In less than an hour we can establish where you are financially compared to where you want to be so that you can put together a strategy to pursue the things that matter most to you in life. Please call us at 704-897-0482 Learn More. The life you want to live …. The way you want to live it. Dolf makes a PACT. With his clients. PACT is an acronym that stands for the four expectations clients have of their financial advisor. Aspects of their financial affairs. 160; ...

INTERNAL PAGES

dolfdunn.com

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Our Process

http://www.dolfdunn.com/p/our-approach

The Richest Man in Babylon. In good times and bad, consistently saving a percentage of your income is a sound financial practice. How Does Your Credit Score Compare? Have you ever wondered how your credit score compares to the rest of the country? Take a look and see. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Check the background of your financial professional on FINRA's BrokerCheck. 160; Our Process.

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Universal Life Insurance | Dolf Dunn Wealth Management, LLC

http://www.dolfdunn.com/resource-center/insurance/universal-life-insurance

Universal life insurance is permanent life insurance — that is, it remains in force for your whole life. But universal life insurance has an important difference from other types of permanent insurance: it provides a flexible premium. That means the policyholder decides how much to put in. Above a set minimum. By extension, the policyholder also determines the face amount of the policy. Universal life insurance policies normally let policyholders borrow a portion of their policy’s cash value. Accessing t...

3

Raise Your Retirement Income | Dolf Dunn Wealth Management, LLC

http://www.dolfdunn.com/resource-center/retirement/raise-your-retirement-income

Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Choosing a Retirement Plan that Fits Your Business. To choose a plan, it’s important to ask yourself four key questions. Investment Strategies for Retirement. Have A Question About This Topic? Thinking of Retiring Abroad? A number of...

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All Calculators | Dolf Dunn Wealth Management, LLC

http://www.dolfdunn.com/resource-center/calculators

A Look at Systematic Withdrawals. Roth 401(k) vs. Traditional 401(k). Potential Income from an IRA. What Is My Life Expectancy? What Is My Current Net Worth? What's My Potential Estate Tax? Taxable vs. Tax-Deferred Savings. How Compound Interest Works. What Is My Risk Tolerance? What Is the Dividend Yield? Impact of Taxes and Inflation. Contributing to an IRA? Assess Your Life Insurance Needs. Capital Gains Tax Estimator. What Is My Current Cash Flow? Paying Off a Credit Card. How Much Home Can I Afford?

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Meet the Team

http://www.dolfdunn.com/p/meet-the-team

Our job is to fully coordinate your personal financial affairs. As we work together, you will, in essence, have two teams work for you. The team that actually does the work is called the " Implementation Team. 160; The other team working for you is the " Oversight Team. That's our team. The job of the oversight team is to establish an overall strategy well-aligned with your Financial Road Map, protect your assets, and keep everything on track. Dolf Dunn CPA, CFP. The Richest Man in Babylon. Check the ...

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Women's Choice Award Financial Advisors & Firms

http://www.womenschoiceaward.com/awarded/financial-advisors

News Interviews & Clips. Advocacy & Partners. Advocacy – Partners. Best Food & Beverages. Best in Health & Wellness. News Interviews & Clips. The Women’s Choice Award for Financial Advisors and Firms was created to help women. Identify advisors and firms that provide quality service and a strong commitment to their. Female clientele. Advisors and firms that meet 17 criteria are honored with the prestigious. To learn more and read about our methodology click here. Financial Advisors and Firms. 8220;Women ...

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dolfdunn.com

Home | Dolf Dunn Wealth Management, LLC

Everybody deserves a Financial Road Map. In less than an hour we can establish where you are financially compared to where you want to be so that you can put together a strategy to pursue the things that matter most to you in life. Please call us at 704-897-0482 Learn More. The life you want to live …. The way you want to live it. Dolf makes a PACT. With his clients. PACT is an acronym that stands for the four expectations clients have of their financial advisor. Aspects of their financial affairs. 160; ...

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