Broker Check

Denny Dawson, CFP®

317-708-3186

Agent Photo
Welcome!  Thanks for visiting my website.  Managing your money is a lifelong challenge.  Since starting my practice in 1979 I personally have faced the challenges you face.  Whether it's accumulating wealth during your working career, planning for college or retiring with the highest possible income stream to provide a secure, comfortable retirement we all share one thing in common.  We all need a plan.  As we travel through the various stages of life we need a plan and investment strategy that is flexible. We need clear financial guidance. As an independent Certified Financial Planning professional that's what I do.  I work with clients to proactively plan their financial future.

Send Us An Email







Thank you! Oops!

Recommended Content

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.