The Why
Meet Joe Dowdall
Family. Health. Helping others with their wealth management and retirement planning. Spending time with loved ones. Traveling. Providing the best possible experience to my clients. These fundamentals are what’s most important to me. And when we begin your financial and retirement planning journey together, I will want to know what’s most important to you too. All it takes is a quick 15-minute phone call to get started.
Read MoreCOMPANY OVERVIEW
Worth Asset Management is a diversified financial services company that provides a wide range of wealth management services. Headquartered in Dallas, Texas, our team of financial advisors focuses on customized plans to help clients build and safeguard their wealth through retirement.
WHO WE SERVE
As a financial advisor with Worth Asset Management, I am dedicated to helping you meet your financial objectives through a customized, proactive, and disciplined process. My long-term relationships with clients are founded on trust, integrity, objective advice, and a proven track record of success.
IN RETIREMENT
It’s crucial to keep tabs on your retirement plan during retirement to make sure your funds are keeping pace with where you want & need them to be. I have helped hundreds of clients with decisions leading up to & during retirement do just that.
PLANNING FOR RETIREMENT
Those planning for retirement should work with a trusted professional/fiduciary that can help you with all the decisions and planning that come with the transition into retirement.
Where Would You Like to Begin?
As a fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional, I put my clients’ needs first. Working with retirees and pre-retirees on their retirement planning, I want to help you better understand wealth management, and help you navigate through the specific financial complexities you might encounter prior to and during retirement. It is my job to worry about your finances and investment strategies during retirement so you can enjoy your life.
Tax Planning
Are you concerned about the amount of taxes you might pay in retirement? After all, taxes in retirement are very different (and more complex) than taxes while you’re working. This is a top concern I hear from clients leading up to and during retirement planning. My comprehensive tax approach can provide you wealth management strategies to help ease your tax burdens both pre- and post-retirement.
Investing With a Growth and Protection Strategy
Are you tired of hearing financial advisors advocating to leave your investments alone because it’s a marathon, not a race? Well, frankly, so am I. Is there a point when an investment should be sold? I think so, and I’m betting you do too. My growth and protection strategies are unique and honest—like financial planning should be.
Social Security Timing
When should you start collecting Social Security? I get this question a lot. Navigating the Social Security process and timeline can be overwhelming. There are many strategies to time your Social Security payments, and everyone has different needs. As they say, timing is everything, and we’ll make sure your timing suits you.
