What We Do

At Dunston Financial Group, we help individuals, families, and business owners accomplish life goals through the effective management of financial resources.

We do this by providing comprehensive financial planning and investment management services on a fee-only basis. This may mean funding a child’s education, putting in place a sound retirement strategy, or perhaps transferring an estate in a way that minimizes taxes. Financial goals are different for everyone; therefore, we will never utilize a “cookie cutter” approach when helping you accomplish your financial objectives. At Dunston Financial Group, our only goal is to help you accomplish yours.

Financial Planning Components

Our professional services generally fall within the following areas:

Investment Planning & Management
Tax Planning
Estate Planning
Retirement Planning
Education Funding
Risk Management Planning
Business Planning

Services for Individuals & Families

Wealth Accumulation & Management

  •  Investment Selection & Management
  • Fiduciary Trust Management
  • Mutual Funds & Exchange Traded Funds (ETFs)
  • Stocks, Bonds, & Real Estate Investment Strategies
  • Asset Allocation Analysis
  • Stock Option Analysis
  • Risk vs. Return Analysis
  • Education Planning (529s & Other Plans)
  • Budgeting and Cash Flow Analysis
  • Charitable Planning, Including Donor Advised Funds

Retirement Planning

  • Retirement Goal Planning
  • Retirement Withdrawal Strategies
  • Social Security Advice
  • Investment Advice for 401(k) or Other Retirement Plan
  • Pension Distribution Advice
  • Pre-Retirement Consultations
  • Roth, Traditional IRAs
  • Non-Qualified Retirement Plans

Risk Management Analysis

  • Life Insurance Needs Analysis
  • Disability Income Strategies
  • Long-Term Care Planning
  • Emergency Reserve Analysis
  • Health Insurance Assistance
  • Property and Casualty Analysis

Tax Planning

  • Pre-Tax vs. Post Tax Analysis
  • Tax Diversification
  • Tax Reduction Strategies
  • Tax Deferral Strategies

Estate Planning

  • Gifting Strategies
  • Special Needs Planning
  • Business Transfer / Family Wealth Planning
  • Trust Planning Strategies
  • Estate Tax Analysis

Services for Businesses & Business Owners

Corporate Retirement Plans

  • 401(k)
  • Defined Benefit Pension Plans
  • Money Purchase Plans / 401(a)
  • Deferred Compensation & 457 Plans
  • SIMPLE IRA Plans
  • SEP IRAs
  • 412(i) Plans
  • Comparative Benefit Plans
  • Profit Sharing Plans
  • 403(b) Plans
  • Solo 401(k)

Other Services

  • Executive Benefit Plans
  • Stock Option Analysis
  • Business Exit Planning
  • Overhead Expense Protection
  • Fee-only Group Health and Life Insurance Analysis
  • Fee-only Group Long-Term Care Insurance Analysis
  • Key Person Planning
  • Buy/Sell Planning
  • Investment Management
  • Financial Planning Education
  • Voluntary Benefits
  • Other Consulting Services


If You’re Ready to Get Started, Contact Us to Schedule a Complimentary Consultation with One of Our CERTIFIED FINANCIAL PLANNER™ Professionals