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Educate, Simplify, Plan 

Our team has a collective 50 years’ experience in the financial services industry.  We can advise you on a range of issues, from retirement planning, to life and long-term care insurance to establishing a comprehensive financial plan.  Our goals are to provide clarity to your financial picture, promote an understanding of your financial future by consolidating assets and implementing an appropriate financial plan.   


Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance. The risk range shown describes the comfort zone for your investments. Over the next six months, it represents a hypothetical target that you would prefer to keep your investments within. Using the hypothetical example shown, this would mean the investor would be comfortable risking a loss of -10% or $-103,500 in exchange for the chance of making a gain of +21% or $207,000. There is no guarantee any investments would perform within the range.

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Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

Meet Alan<br/>

Meet Alan

Born and raised in Hampton Roads and a College of William & Mary graduate, Alan Dawkins is a Certified Financial Planner® with Dawkins Financial. Alan has over 24 years of experience advising clients on asset accumulation, retirement planning, estate planning strategies and education planning. As the son of schoolteachers and grandson of a former Morehouse College president, Alan places a high importance in the role he serves as an educator to his clients in the pursuit of their financial goals. 

Educate, Simplify, and Plan

How We Work

We create strategies that are tailored to your needs and goals. 

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In this short exercise, answer questions about yourself and your future objectives

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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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