Client Stories | D&Y Wealth Advisors San Diego

CLIENTS LIKE YOU

While your financial journey is unique, you’ll discover similar concerns and life events with many of our clients. These situations are hypothetical depictions of common client concerns we help address. However, these examples may not be representative of your experience working with Dowling & Yahnke Wealth Advisors.

Sue & George: New Retirees

Sue and George have brought their storied careers to a close. They are excited to foster a passion for photography while traveling the world. They want peace of mind knowing that they can afford this lifestyle without depleting their savings.

Andy: A Successful Entrepreneur

Having founded his company on a shoestring budget, Andy is now selling it. He will personally receive a multimillion-dollar payday and wants a trusted advisor to guide him through the transition and navigate management of his family’s newfound wealth.

Jan: A Widow Regaining Her Footing

Jan unexpectedly lost her husband. Suddenly, she is making countless decisions about everything from his belongings and their home to assorted finances. Jan needs someone with expertise to guide her during this difficult time and provide ongoing advice as her life evolves.

Gina: Executive Director at a Local Nonprofit

Gina questions the financial stability of the endowment of her nonprofit organization. The board members are also concerned with the high fees associated with its management. Both want someone who can design an investment strategy to match the endowment’s objectives.

SCHEDULE A DISCUSSION

Talk about your options with a Dowling & Yahnke financial expert.