Services

What We Do

Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

Retirement assets can be exposed to four major financial risks:

  • Market Risk
  • Withdrawal Rate Risk
  • Longevity Risk
  • Medical Expenses/ Long-Term Care Expenses

We can help reduce these risks through a wide range of services, including:

Wealth Management

Our wealth management process strives to reflect all of your financial goals and characteristics while simplifying your financial life.

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Income Strategies

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

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Legacy Planning

Protect your financial legacy with Dolcini Capital Management we have the financial tools needed to ensure you are protected and your weal is preserved.

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Retirement Planning

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.

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Tax Planning

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.

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Long-Term Care

Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

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Social Security Optimization

We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.

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