Dotch Capital provides individuals and families with the latest, innovative solutions and services to help them grow, protect, and conserve their wealth. We will work with you to bring clarity to where you're going, taking into account your needs, goals, and tolerance to risk. Some of our specialized solutions are detailed below.
Wealth Management and Retirement Planning
We work with you to implement a variety of accumulation and retirement income plans, offering insurance products and investment opportunities. We help ensure the management of investment assets according to your goals, risk tolerances, and time horizon. We then monitor your plan continually and adjust and evolve as your needs change.
Qualified Financial Advisers from Eagle Strategies LLC provide personalized financial planning that is tailored to several variables, including income, risk tolerance, values, and family. We work with each client to identify and prioritize goals, explore options, establish effective strategies, construct and execute a plan, and assess the performance of the program and make adjustments as needed.
A properly designed estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your goals and family needs.
Many financial strategies and retirement income plans are ready to help you accumulate assets for the future, shield your business and personal benefits from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out and navigate the right course.
It takes more than good grades to get into college. It takes parents who plan. Attend a seminar and learn more about college planning.
Charitable planning allows you to support the organizations and causes that are important to you while providing immediate income streams and reducing your tax burden. Many charitable giving strategies exist, and we can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals. Please seek tax advice from your tax advisors.
Managing your money requires a clear understanding of your overall investment objectives. Through Eagle Strategies LLC, our comprehensive investment advisory capabilities use a disciplined investment approach that looks beyond traditional asset allocation and addresses essential factors such as risk tolerance levels and investment time horizons.
Disability and Extended Care Needs
To implement a sound retirement plan, asset and income protection are essential. Designing a program that manages costs and incorporates disability insurance can help create the necessary balance in a portfolio to ensure the stability and security of assets.
401(k) and IRA Rollovers
When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer's plan is an option, a rollover should be considered. Working with your tax advisor, we can help you determine the right course of action. This may include leaving the funds in your existing plan, if permitted, or rolling them into your new employer's plan if one is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on your specific needs and retirement plans.