Jay Dover, CERTIFIED FINANCIAL PLANNER™
Personal Wealth Planner
Jay Dover is the owner and operator of Dover Financial Planning. He has served his clients for the past 19 years and builds on the legacy of his father, who was also a financial advisor serving public educators. Jay combines decades of family tradition with modern financial strategies to help middle class households retire successfully and sustainably with holistic financial planning. Inspired by his mother’s life-long career as a public educator, he has a deep understanding of the unique challenges and goals of middle-class households and educator retirees.
Dover Financial Planning specializes in creating customized, personal financial plan blueprints that help clients successfully transition into retirement and maintaining financial independence. As Greater Austin’s only independent financial planning firm with a trademark specialty in holistic retirement transition planning for public educators and their spouses, Jay provides expertise in TRS pension planning, Social Security strategy, 401(k)/403(b) rollovers, investment preservation, and legacy planning.
Jay’s mission is simple: to help middle-class American households maximize their wealth during their working years and sustainably transition into retirement while maintaining financial independence, confidence, and peace of mind.