Dudum Financial provides comprehensive asset management and estate planning to families and businesses. Our team of knowledgeable professionals can help your family achieve the financial goals that are most important to you. With an approach to money management that is traditional and time tested, we work with each of our clients to ensure that attention to detail and thoughtful planning work hand in hand with each client’s unique needs. Clients of Dudum Financial enjoy a concierge service model with full access to experienced financial professionals.
An Approach to Investing that is Time Tested and Consistent.
Our licensed professionals work tirelessly to ensure that the advice you receive is timely and accurate under today’s volatile market conditions. Our expansive network of financial industry contacts keeps us informed of ever-changing opportunities. We ultimately analyze and evaluate these opportunities so that our clients are provided with thorough and detailed information in the decision making process.
As a client of Dudum Financial you can expect access to tailored advice and responsive customer service at all times. Our team can walk you through every aspect of your financial plan with attention to detail and patience. Whether you prefer email, phone, or a good old fashioned sit-down meeting, Dudum Financial will redefine what you’ve come to expect in personal financial services.
- Identify Your Goals
- Education Process
- Evaluate Options
The Importance of Preserving Your Assets for Future Generations
Having worked your entire life to accumulate wealth and a legacy for future generations, the last thing that should befall your family is the loss of assets due to inadequate estate planning. The use of trusts and life insurance is often the most effective way to ensure that your wealth is not lost to estate taxes. But how much and what type of insurance is right for you? Our team analyzes your current estate, projects its future worth, and identifies the best way to help you pass it on to your children and grandchildren. Through successful estate planning, your assets should be transferred to your chosen beneficiaries while helping reduce tax consequences.
Estate Planning Services:
At Dudum Financial we understand navigating these waters successfully is a challenge and quite time consuming. Let our experienced and knowledgeable team members help steer you through it all and give you confidence.
The following is a list of issues that we can help you address.
- What is My Potential Tax Exposure?
- What is the Present Cost to Address My Needs?
- Can I Qualify for Enough Insurance?
- Will Tax Laws Change in The Future?
- What if My Needs Change?
Dudum Financial can help guide you along the path to—and through—retirement.
No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms.
The Financial Services Team at Dudum Financial approaches retirement planning by helping you clearly identify your goals and implementing a plan to help reach achievement. Whether your goal is to retire early or leave a lasting legacy, the team at Dudum Financial can help guide you to your ultimate goal with a concise and easy to understand plan.
- Starting out - Get help prioritizing savings and setting financial goals.
- Building wealth - Optimize your retirement strategy and save more.
- Getting ready to retire - Create an income plan and prepare for retirement.
- Living in retirement - Manage your retirement portfolio so it can last.
Making a plan to help reach your goals
Most of us have goals in life that call for an investment of a significant amount of time and financial resources. We may have done some planning. However, our natural tendency is to focus on only one or two goals that are most important to us right now. For most people, developing and maintaining a plan to achieve all of their financial goals is a daunting challenge-one we delay taking on.
Our Financial Advisors are ready to help you take on that challenge. They can assist you in defining your goals, help you make a plan, and show you how to stick to it. It is never too late to act!
Work with a Financial Advisor
Making a plan and sticking to it is sometimes challenging if you go it alone. You don’t have to. Work with someone who will help you make a plan, and work with you at your request to change the roadmap as needed.
Define Your Goals
Our Planners apply a “holistic” approach to financial planning. This means they offer a comprehensive service, assessing your current financial situation and addressing all of your financial goals. Learn more about our comprehensive planning approach.
Set a Plan in Motion
Our planning process centers around you. You and your planner work through the process to identify your needs and goals, develop a strategy, and, at your option after completion of the plan, put your plan into action. Our planners are there to listen, to ask the important questions, to advise you, and to help keep you on the road to financial success. Learn more about the financial planning process.
Services Available to our Clients
Insurance and Investments can be a difficult road to navigate. We will carefully walk you through the myriad of different investment offerings available to ensure that your goals are being properly addressed. Whether you are considering an income producing plan for retirement or a plan to maximize your returns, the team at Dudum Financial can work with you to make sure that your entire portfolio is working efficiently. Here are just some of the services available to you:
- Investment Portfolio Management
- Asset Allocation
- Tactical Allocation
- Tax Efficient Investing
- Taxable Savings Strategies
- Alternative Investing
- Hedged Strategies
- Non-Correlated Assets
- Real Estate
- Natural Resources
- Precious Metals
- Tax-Managed Investing
- Exchange Traded Funds
- Life Insurance
- Retirement Plans
- Savings Strategies
- Income Strategies
- Workplace Investments
- Social Security
- Health Care/Long Term Care
- College Planning
- 529 Plans
- Insurance Services
- Life Insurance
- Long Term Care
- Estate Planning
- Wealth Transfer
- Charitable Giving
Securities offered through Kestra Investment Services, LLC (Kestra IS), member
FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Dudum Financial is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra
Advisory Services, LLC, may only conduct business with residents of the states and
jurisdictions in which they are properly registered. Therefore, a response to a request for
information may be delayed.
Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582. https://brokercheck.finra.org/
CA State Insurance License #0D94535. Investor Disclosures: https://bit.ly/KF-Disclosures
- San Francisco – Corporate Office3505 Mt. Diablo Blvd.Lafayette, CA 94549Google Maps and directions > 800-574-9900
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