Financial planning meeting

Why Work With Us

Acting in your best interest: One of the key principles in maintaining the CERTIFIED FINANCIAL PLANNER practitioner TM certification is to always serve our clients’ best interests FIRST. With access to a robust vetted offering of financial products and asset managers, I serve you in navigating available products and services within our industry to best fit your overall financial plan.

Relationship-driven: I value my client relationships the same as I do my close friends and family. A strong relationship built on trust and respect should be a cornerstone with the person you’ve entrusted to help guide you with your life’s most coveted material wealth.

A custom-tailored approach: Our approach is focused on "listening first" and understanding what matters most to you in reaching your goals. Your financial plan should not only be put together with care but should reflect and be centered around the specific objectives that are important to YOU.

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Who We Work With

We work with middle class individuals and family households to help them achieve retirement security and their financial goals during their working career and throughout retirement.


People that have a vested interest in their own financial success and goals.


People that know intrinsically what they want, but not necessarily a detailed financial plan of how to get there.


People that are willing to ask for help to reach their goals.

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What We Offer

 

Investments

We create custom, personal investment strategies that are tailored to your specific needs and goals.

 Mutual Funds

 Tax-Managed Accounts

 Annuities

 College Funding Plans

 Individual Stocks + Bonds

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Retirement Planning

Retirement is the biggest financial decision that most Americans will make. Having a plan is crucial to the security and success of that milestone in life. 

 Retirement Income Planning

 Social Security Planning

 IRA Accounts (Traditional, Roth, SEP, SIMPLE)

 401(k), 403(b) & 457 Retirement  Plans

 Cash Balance Plans

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Insurance

Creating wealth is only part of one's financial plan. Protecting that wealth from the unexpected through proper risk management is the best way to guard one's hard-earned financial resources.

 Life Insurance

 Long-Term Care Insurance

 Disability Income Insurance

 Medicare Review

 Legacy Planning

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Meet Your Advisor

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Jay Dover

Investment Advisor Representative

At Dover Financial Planning, we’re not just another financial services office churning out spreadsheets, pie-charts and complicated graphs. We truly want to connect with our clients and help them turn their life’s vision and goals into a tangible blueprint for how you’ll map out your life’s journey and exact your true vision. Wealth planning is in fact Life planning.

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How We Can Work With You

Complimentary Consultation For All New Clients

Every financial plan should be custom-tailored to each and every client but furthermore, it's just as important that we ensure a working relationship is the right fit and can help bring tremendous value to your and your financial picture. That is why we offer a complimentary consulation to all of our new clients which includes the following:

  • Discussion of Personal Financial Goals and Objectives  
  • Demonstration of Interactive Financial Plan 
  • Current Cash Flow Analysis (Savings + Investments)   
  • Determine Insurance Needs
  • Retirement Outlook Review  
  • Review of Existing Accounts

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