Jay Dover
Investment Advisor Representative
512-760-5504
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.
Long-term, trusting personal relationships are the cornerstone of what separates us from most other cookie cutter financial firms in today’s overly-saturated landscape. Serving our clients as problem solvers, financial architects and acting as their advocate in the marketplace is what defines our role and relationship.
Our mission in serving our clients is quite simple…Approach financial planning with the respect and detail that it deserves. In other words, creating a financial roadmap that is custom-tailored to the unique individual that you are with the personal touch and relationship that you should expect from someone helping you manage your most precious of life’s resources. This is why I firmly believe that an advisor who listens first isn't just what clients want, it's what they need.
Our Guiding Values
Knowledge
Use our range of skills, education, and industry experience to provide you with informed financial direction.
Support
Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.
Integrity
Our role as your trusted financial professional is one we don't take lightly. We strive to meet every interaction with care and professionalism.
Ready to see how a customized financial plan can help bring you closer to your goals? Schedule a meeting to get started.
