Get organized and get your financial plan on track this summer with Dan D’Ordine, CFP® of DDO Advisory Services, LLC. DDO Advisory is a full service financial planning firm in Rhinebeck, and we’re offering free financial planning consultations in July and August.
• Organizing Your Accounts + Debts
• Retirement Planning + Projection
• College Funding
• Saving for a Home
• Investment Portfolio Review
• Employee Benefits Review
• Full Insurance Assessment (Life, Disability, Homeowners, Long-Term Care)
• Estate Planning (Document Review + Beneficiary Check)
The consultations are free, fun, and come with a complete report of what we find, along with a list of action items that is easy to use and easy to track.
Contact: Dan D’Ordine, CFP® at (646) 234-4881.