AVAILABLE NOW: Full-Service Firm
Did you know that Dowling Legacy & Retirement is a full-service firm that also manages your investments? In conjunction with our sister company, Chancellor Financial Services and in partnership with Gradient Investments, we actively manage your money so that your investments are in line with your estate plan & risk tolerance.
No more having to worry if your broker doesn't understand your tolerance for risk. With our firm, every facet of your estate & retirement plan is monitored & managed like a well-oiled machine.
To learn more about the process of shifting your assets under management under one roof, click the button below or call us at 708.479.8771.
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How 2023 Will Affect Your 2024
There were several financial developments in 2023 that may have positive impacts on your 2024 financial strategy.
U.S. News and World Report article, 7 Things Retirees Should Be Thankful for This Year nicely describes some of 2023’s positive financial news.
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Scotland’s National Animal is the Unicorn
Unicorns have been linked to Scotland for centuries. In Celtic mythology the unicorn was a symbol of purity and innocence, as well as masculinity and power. Tales of dominance and chivalry associated with the unicorn may be why it was chosen as Scotland’s national animal. While the animal is mythological, unlike our Bald Eagle, the ideals it represents are what make it a similarly great national animal because like this proud beast – Scots would fight to remain unconquered.
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Do You Have These Key Estate Planning Documents?
Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning documents almost everyone should have regardless of age, health, or wealth. They are: a durable power of attorney, advance medical directive(s), a will, and a letter of instruction.
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Basil-Butter Steaks with Roasted Potatoes
A few ingredients and 30 minutes are all you’ll need for this incredibly satisfying meal. A simple basil butter gives these steaks a very special taste.
Get Cooking!
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A Look Inside:
You might have desires during retirement, such as traveling, purchasing property, or moving to be closer to your family (or farther away). You may also want your assets to provide for your loved ones after you are gone. The truth is that it takes more than just money to fulfill those needs and desires. Your income, your plans for retirement, your future healthcare expenses, and the continued accumulation of your assets after you stop working and drawing a paycheck all rely on one thing: You
You'll Learn:
Investment Solutions
Social Security Strategies
Legacy Planning
Asset Organization
Come in for a complimentary consultation and receive an autographed copy of our book!
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https://www.visitscotland.com/inspiration/culture/national-animal unicorn#:~:text=The%20unicorn%20in%20the%20history,chosen%20as%20Scotland's%20national%20animal
Advisory services are offered by Chancellor Financial Services, Inc a Registered Investment Advisor in the State of IL. Insurance services offered through Dowling Consulting Services, Inc. dba, Dowling Legacy & Retirement, an affiliated company. Neither Chancellor Financial Services, Inc., nor Dowling Legacy & Retirement are affiliated with or endorsed by the Social Security Administration or any government agency.
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Karen Dowling
© Dowling Legacy & Retirement
10727 Winterset Drive Orland Park, IL 60467
Ph: (708) 479-8771
Email: karen@dowlingretirement.com
Web: www.dowlingretirement.com
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