Jay Dover CERTIFIED FINANCIAL PLANNER TM
At Dover Financial Planning, we’re not just another number-crunching office churning out spreadsheets, pie-charts and complicated graphs. Our core vision is to connect with our clients on a deeper level and help them turn their life’s vision and financial goals into a tangible blueprint for how they’ll accomplish financial independence and exact their 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 of financial products is what defines our role and relationship.
Our approach in serving our clients is quite simple…handling their financial affairs with the respect and detail that it deserves. In other words, creating a custom-tailored plan for the unique individuals that they 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.
