Whether you are an existing client, a referral, or someone just stopping by, we welcome you to navigate through our Web site and learn more about us personally and professionally. At Dusold Financial Services, LLC we strive to be your trusted partner throughout the journey toward your financial success.
That journey takes many unique turns for each individual and their loved ones. Our job is to help guide you along the way. There are a variety of helpful articles, tools and presentations below for you to utilize. The topics are wide-ranging and offer insight on everything from maximizing your retirement savings to shopping for a car.
That journey takes many unique turns for each individual and their loved ones. Our job is to help guide you along the way. There are a variety of helpful articles, tools and presentations below for you to utilize. The topics are wide-ranging and offer insight on everything from maximizing your retirement savings to shopping for a car.
Services
At Dusold Financial Services LLC, our approach to financial planning is relationship-oriented. We take pride in providing an environment of comfort as to allow you to speak candidly about your current financial situation as well as your future financial goals and dreams. This open dialogue lays the foundation for a life-long partnership as client and advisor.
Mike Dusold and Kevin Dusold hold over 50 years of combined experience in the financial services industry. The father-son duo has a bond that is founded on friendship, trust and collaboration that translates from the office to their personal lives.
The two spend a good amount of time outside the workplace together and enjoy attending local sporting events and exploring the city of Cincinnati, including its thriving Banks and Over-the-Rhine districts.Mike grew up in Wisconsin as one of seven children and landed in Cincinnati at the age of 12 after his father accepted a job as brew master of Schoenling Brewery.
The two spend a good amount of time outside the workplace together and enjoy attending local sporting events and exploring the city of Cincinnati, including its thriving Banks and Over-the-Rhine districts.Mike grew up in Wisconsin as one of seven children and landed in Cincinnati at the age of 12 after his father accepted a job as brew master of Schoenling Brewery.
We are confident in our ability to make a positive difference in your life. Personal investments, workplace savings, taxes, retirement planning strategies, inheritances, college savings plans. These are just a few of the components of a complex financial picture that can be daunting to many.
Whether it is your workplace savings or individual portfolio, we can help you make sense of your investments and identify potential opportunities for improvement.After gathering your pertinent financial information and goals, we use our software to create a customized retirement projection to help answer this key question.
Whether it is your workplace savings or individual portfolio, we can help you make sense of your investments and identify potential opportunities for improvement.After gathering your pertinent financial information and goals, we use our software to create a customized retirement projection to help answer this key question.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals. How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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