Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Alan will work with you to create a custom retirement plan to check all the boxes for your future in realistic, manageable steps.
Born and raised in Hampton Roads and a College of William & Mary graduate, Alan Dawkins is a Certified Financial Planner® with Lions Bridge Financial Advisors. Alan has over 22 years of experience advising clients on asset...
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.