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Take the First Step

Take the First Step

We are often asked immediately, “how much does it cost to work with your team”.  There is never a cost to meet with us initially and discuss our ability to help you pursue your goals.  

After we decide to work together, you can decide how we are compensated. Fees matter. All recommendations are made with full transparency and alternatives.

You choose your fee structure:

  1. Fee based planning
  2. Commission based planning
  3. Hourly consultation fee planning
  4. Any combination of the three

Client Bill of Rights

At Dawkins Financial, we take great pride in providing our client's with world-class service.

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Building Your Investment Strategy Using Nitrogen

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Personal Financial Website

Your Personal Financial Management website makes it easy to manage
both your wealth and your well-being.

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Financial Planning Questionnaire

This comprehensive financial summary is designed to help you take inventory and assign realistic values to your personal assets and liabilities.

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Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Planning Strategies

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

tAX pLANNING Strategies

Customize tax reporting

Scenario analysis

Future opportunities

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (757) 530-9700