Menu
Home
About
Services
Contact
Account Access
Schedule An Appointment
Global Portfolio Strategy | November 2025
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:7575309700'>(757)530-9700</a></p> <p class="moonlight-fax">Fax: <span>(757)530-9701</span></p> <div class="moonlight-address_block"> <p class="moonlight-address1">700 Tech Center Parkway</p> <p class="moonlight-address2">Suite 200-9</p> <p> <span class="moonlight-city">Newport News,</span> <span class="moonlight-region">VA</span> <span class="moonlight-postalcode">23606</span> </p> </div> <a href="mailto:Alan@DawkinsFinancial.com" itemprop="email"> Alan@DawkinsFinancial.com </a> </div> <div class="c-socialMedia"> <a href="https://www.facebook.com/DawkinsFinancial" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i> </a> <a href="https://twitter.com/AdvisorADawkins" target="_blank" rel="noopener noreferrer" class="twitter" aria-label="Twitter"> <i class="fa fa-twitter" aria-hidden="true"></i> </a> <a href="https://www.linkedin.com/in/alan-dawkins-cfp%C2%AE-004986b6/" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.dawkinsfinancial.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.dawkinsfinancial.com/resource-center/investment" >Investment</a></li><li><a href="https://www.dawkinsfinancial.com/resource-center/estate" >Estate</a></li><li><a href="https://www.dawkinsfinancial.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.dawkinsfinancial.com/resource-center/tax" >Tax</a></li><li><a href="https://www.dawkinsfinancial.com/resource-center/money" >Money</a></li><li><a href="https://www.dawkinsfinancial.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.dawkinsfinancial.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.dawkinsfinancial.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.dawkinsfinancial.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.dawkinsfinancial.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Colonial River Investments LLC, a registered investment advisor. Colonial River Investments LLC and Dawkins Financial are separate entities from LPL Financial.</p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/subpageBanner.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/commonRequests.js"></script><script> //Special Nav button in navigation line var navBtnTitle = 'Schedule An Appointment'; $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtnTitle + ')').parent().parent().addClass('navBtn'); var navBtnTitle = 'Account Access'; $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtnTitle + ')').parent().attr('target', '_blank').parent().addClass('navBtn2'); //Combining Sections combiningSectionsFunction('.dev-cta-TextForm'); combiningSectionsFunction('.dev-combineSections-Services'); combiningSectionsFunction('.dev-combineSections-Resources'); //Video hero const videoBG = [ { type: 'video', selector: 'dev-videoBG1', videoSRC: '//static.fmgsuite.com/media/documents/98b1bc58-7eb5-4923-ab67-2d2eb6697b9f.mp4', poster: '//static.fmgsuite.com/media/InlineContent/originalSize/1203c8e6-f4e5-4692-bb44-b4db4d083153.jpg', }]; videoBackground(videoBG); //Close Accordion $(function () { $('.dev-underlineAccordion .accordion > li.accordionItem:eq(0) .accordionHeader').removeClass('active').next().removeAttr('style'); }); //Custom Icon Boxes $('.dev-customIcon .box').each(function(){ var findIconWrapper = $(this).find('.IconWrapper'); $(findIconWrapper).prependTo($(this).find(`.c-section-boxes__inner-box`)); }); //Id's for Scrolling Anchor Tags Array.from(document.querySelectorAll('.section[class*="dev-id-"]')).forEach(function(section){ let id = [...section.classList].find(classTest => classTest.includes('dev-id-')); if(id){ id = id.replace('dev-id-', ''); section.querySelector('.o-container').id = id; } }); //Blog Setup $(function() { if ($('body[class*="page-blog-"]').length) { function fixBlogImages() { $(".c-post__image").each(function () { const url = $(this).find("a").attr("href"); fetch(url) .then(response => response.text()) .then(html => { const parser = new DOMParser(); const doc = parser.parseFromString(html, 'text/html'); const img = doc.querySelector('.c-post-header__image'); $(this).find("a img").attr("src", img.src); }) .catch(err => console.warn('Something went wrong:', err)); }); } const desiredPage = "blog"; const path = window.location.pathname.split("/"); if (path[path.length - 1].includes(desiredPage)) { fixBlogImages(); } $(".page-blog .c-posts").append($(".page-blog .c-post")); $(".page-blog .c-post").each(function () { $(this).find(".c-post__content a:last-of-type").filter(function () { return $(this).text() === "Read More"; }).addClass("c-btn"); }); $('body[class*="page-blog-"]').each(function () { const $post = $(this); const $title = $post.find('.c-post-header__title'); const $date = $post.find('.c-post-header__date'); const $infoContainer = $('<div />').addClass('c-post-information'); $infoContainer.append($title).append($date); $post.find(".c-post-header").prepend($infoContainer); $post.find(".c-posts__content").after($post.find(".c-post-details")); }); setTimeout(function() { $('.c-post-header__title').addClass('fadeIn'); $('.c-post-details').addClass('fadeIn'); $('.c-post-information').addClass('fadeIn'); }, 200); } }); </script><!----><script> $(function () { $('.c-footer__quick-links').remove(); $('.page-contact .contact-block .fax').remove(); }); </script><!----><script> $(function () { const $header = $('.page-blog .c-page--header'); if ($header.text().trim() === 'Blog') { $header.text('BLOG'); } $header.css('visibility', 'visible'); }); </script><!----><!--<script>--><!-- $(function () {--><!-- const newOffice = `--><!-- <div class="contact-block dev-vb-office">--><!-- <div class="o-grid__collapse">--><!-- <div class="contact-block__info">--><!-- <h2>Virginia Beach Office - Town Center</h2>--><!-- <section class="address">--><!-- <p>--><!-- <span class="address1">249 Central Park Ave #300</span>--><!-- </p>--><!-- <p>--><!-- <span class="city">Virginia Beach,</span>--><!-- <span class="region">VA </span>--><!-- <span class="postalcode">23462</span>--><!-- </p>--><!-- </section>--><!-- <section class="contact">--><!-- <p class="phone">--><!-- <span>Phone:</span>--><!-- <a href="http://tel:7575309700" target="_blank">(757)530-9700</a>--><!-- </p>--><!-- </section>--><!-- <section class="hours" />--><!-- </div>--><!-- <div class="contact-block__map dev-map" />--><!-- </div>--><!-- </div>--><!-- `;--><!-- $('.page-contact .c-contacts').append(newOffice);--><!--});--><!--</script>--><!----><script> $(function () { var $mapContainer = $('.page-contact .dev-vb-office .dev-map'); if ($mapContainer.length && !$mapContainer.find('iframe').length) { var iframe = document.createElement('iframe'); iframe.setAttribute('frameborder', '0'); iframe.setAttribute('loading', 'lazy'); iframe.setAttribute('allowfullscreen', ''); iframe.style.border = '0'; iframe.style.width = '100%'; iframe.style.height = '320px'; iframe.src = 'https://www.google.com/maps?q=249+Central+Park+Ave+%23300+Virginia+Beach+VA+23462&output=embed'; $mapContainer.append(iframe); } }); </script><!----><script> $(function () { $('.page-contact a[href^="http://tel"]').each(function () { var cleanHref = $(this).attr('href').replace('http://', ''); $(this).attr('href', cleanHref); $(this).removeAttr('target'); }); }); </script><!----><script> $(function () { if (!$('.page-contact .dev-question-cta').length) { const ctaBlock = ` <div class="dev-question-cta"><a href="/schedule-an-appointment" target="_self" class="c-btn c-text__btn sectionButtonHover"> Schedule an Appointment </a></div> `; $('.page-contact .c-contact__form').after(ctaBlock); } }); </script><!--Custom Hidden Homepage section--><script> (function () { var originalContent = null; function initTypicalClients() { var container = document.querySelector('.dev-customTypicalClient'); if (!container) return; var btn = container.querySelector('.c-text__btn'); var box = container.querySelector('#box1'); if (!btn || !box) return; if (!originalContent) { originalContent = box.innerHTML; } btn.addEventListener('click', function (e) { e.preventDefault(); e.stopPropagation(); setTimeout(function () { container.classList.add('dev-typicalClients-active'); box.innerHTML = ` <div class="dev-typicalClientsGrid"><div class="dev-closeBtn">✕ Close</div><div class="dev-clientBox"><h3>Within 5 Years of Retirement?</h3><p>You’ve worked hard to build what you have, and now the focus is shifting from accumulation to making it last.</p><p><strong>You may be asking:</strong></p><ul><li>Can I retire comfortably?</li><li>Am I taking the right amount of risk?</li><li>How do I turn my savings into reliable income?</li><li>Do I have my estate plan in place, or do I need to update it?</li></ul><p>At this stage, small decisions can have a big impact. We help you organize your assets, evaluate income options, and make sure your estate planning is aligned with your goals—so you can move into retirement with clarity and confidence.</p></div><div class="dev-clientBox"><h3>Already Retired</h3><p>You’re no longer earning a paycheck, so every decision matters a bit more. The goal now is making your money work efficiently while supporting your lifestyle.</p><p><strong>You may be thinking about:</strong></p><ul><li>Reducing taxes on withdrawals</li><li>Creating dependable income streams</li><li>When and how to draw Social Security income</li><li>How to plan for rising healthcare costs in retirement</li><li>Whether your estate plan still reflects your wishes</li></ul><p>We help bring structure and clarity to your financial life—focusing on tax efficiency, income planning, Social Security strategy, healthcare considerations, and ensuring your estate plan continues to work the way it should.</p></div><div class="dev-clientBox"><h3>Small Business Owners</h3><p>You’ve spent years building your business, and your financial life is often more complex than most.</p><p><strong>You may be considering:</strong></p><ul><li>The right retirement plan for you and your employees</li><li>How to reduce taxes while growing your wealth</li><li>What an eventual exit or succession might look like</li></ul><p>We work alongside you to align your business decisions with your personal financial goals—helping you build, protect, and eventually transition what you’ve created.</p></div><div class="dev-clientBox"><h3>Legacy-Focused Families</h3><p>You’ve done a great job building your financial foundation, and now the focus shifts to what happens beyond your lifetime.</p><p><strong>You may be asking:</strong></p><ul><li>Are my assets going to transfer efficiently, or will taxes take a larger share than necessary?</li><li>Have I structured my accounts and beneficiaries in the most effective way?</li><li>Should I be using trusts or other strategies to protect and control how assets are passed down?</li><li>How do I create income or support for my children or grandchildren without creating dependency?</li><li>What’s the most tax-efficient way to give to charities or causes I care about?</li></ul><p>We help you go beyond basic planning—bringing structure to your estate, aligning your assets with your intentions, and creating a strategy that reflects both your values and your long-term vision for your family and legacy.</p></div></div> `; }, 50); }); container.addEventListener('click', function (e) { if (!e.target.closest('.dev-closeBtn')) return; box.innerHTML = originalContent; container.classList.remove('dev-typicalClients-active'); }); } window.addEventListener('load', function () { setTimeout(initTypicalClients, 300); }); })(); </script><!----><script> $(function () { var $container = $('.dev-customWhatDrivesUs #section2-box1-image [data-image="side-by-side-container"]'); if ($container.length && !$container.find('.dev-sxs-video').length) { $container.find('img').remove(); var video = document.createElement('video'); video.className = 'dev-sxs-video'; video.setAttribute('autoplay', ''); video.setAttribute('muted', ''); video.setAttribute('loop', ''); video.setAttribute('playsinline', ''); video.setAttribute('webkit-playsinline', ''); video.muted = true; video.setAttribute('preload', 'auto'); var source = document.createElement('source'); source.src = '//static.fmgsuite.com/media/documents/e76a7836-b80b-4f17-a714-24ac42bcb111.mp4'; source.type = 'video/mp4'; video.appendChild(source); $container.append(video); video.play().catch(function () {}); } }); </script><!----><script> $(function () { const namesToRemove = [ "Alexandra", "Devin", "Fritz", "Jessica", "Lateesha", "Marisa" ]; $(".dev-customTeamMembers .c-team-list__section--developer").each(function () { const nameText = $(this).find("h4").text().trim(); if (namesToRemove.some(name => nameText.includes(name))) { $(this).next(".c-fmg-divider").remove(); $(this).remove(); } }); $(".dev-customTeamMembers .c-team-list__section--developer").css("opacity", "1"); }); </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.35074.291"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.35074.291"></script> </body> </html><script>(function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'9f3a85729ca470b8',t:'MTc3NzQyNjAxNQ=='};var a=document.createElement('script');a.src='/cdn-cgi/challenge-platform/scripts/jsd/main.js';document.getElementsByTagName('head')[0].appendChild(a);";b.getElementsByTagName('head')[0].appendChild(d)}}if(document.body){var a=document.createElement('iframe');a.height=1;a.width=1;a.style.position='absolute';a.style.top=0;a.style.left=0;a.style.border='none';a.style.visibility='hidden';document.body.appendChild(a);if('loading'!==document.readyState)c();else if(window.addEventListener)document.addEventListener('DOMContentLoaded',c);else{var e=document.onreadystatechange||function(){};document.onreadystatechange=function(b){e(b);'loading'!==document.readyState&&(document.onreadystatechange=e,c())}}}})();</script>
