Services & Products

 Our Services

Whatever your financial objectives are, Dumon Financial Group offers the services to reach them. We help you determine your needs and then recommend suitable strategies and actions.

Retirement Income Strategies

• Retiring with a comfortable standard of living
• IRA Rollovers and Consolidation
• Portfolio review

Tax Consideraton

• Maximizing use of tax deductions and charitable giving
• Deferral of taxes
• Income shifting between family members
• Tax reduction through appropriate investments

Investment Analysis

• Matching goals with investment vehicles
• Consideration of tax consequences
• Evaluate risk - return trade off's
• Investment and insurance implementation

Risk Management

• Life insurance policy review
• Managing income in case of disability, death or long term care 
• Identification of risk exposure
• Evaluating current coverages
• Medicaid asset protection

Wealth Preservation

• Minimizing probate expenses and delays
• Reduction or elimination of estate taxes
• Evaluating manner of holding title to property
• Assist in the preperation of  wills, trusts and other estate-related documents