Dotch Capital Goes Independent
Norman Dotch | February 18th, 2020 | fee-only Financial Planning, Financial Planning, Investing, Insurance |
Since we started our firm in 2017, we are proud of the growth and success we have achieved together with our clients, friends, and professional colleagues. We are thankful for the trust and confidence our clients have placed in us, and we are grateful for the privilege of helping our clients plan for some of their life’s biggest decisions.
With our rapid growth has come the need for scalability and infrastructure—a solution that gives us the advantage of large-scale resources without sacrificing the exceptional level of personalized attention and service our clients know and deserve from us.
We want you, our valued clients, colleagues, and friends, to know that we have decided to become independent as the solution.
We are excited to announce that, effective February 18th, 2020, Dotch Financial and Insurance Service will become Dotch Capital.
Key benefits include:
- Client-first approach. Dotch Capital's passion for making all business decisions based upon what is best for our clients. Maintaining a fiduciary commitment is a "must" for us.
- Fee-only. A continued commitment to fee-only, conflict-free advice.
- Commitment to excellence. Finally, and most importantly, we will embrace a continued culture of excellence and passion for going above and beyond for our clients. We do more so they can too.
We thank you for your continued support of our firm, and we look forward to continuing to do great things together in the Stockton community.