Ross Marino, CFP^®

Dovetail Financial provides ongoing retirement planning and investment management for people planning to retire within the next five years or already retired. Many clients have worked hard and saved diligently but still need help seeing how retirement decisions fit together. A decision about when to retire can affect income. A tax decision may affect Medicare costs. Social Security, health care, investments, family support, and legacy goals can all influence one another. We begin with your story, your priorities, and what you want your money to support. Then we help clarify what can be decided now, what should be reviewed later, and how the financial pieces can work together. Dovetail is a fee-only registered investment adviser. Our advisors do not receive commissions from investment or insurance product sales, and the advisory relationship includes a fiduciary duty to act in the client’s best interest. Dovetail is headquartered in Wilmington and serves people throughout Southeastern North Carolina, including New Hanover and Brunswick counties. We also meet with clients in Duluth, Georgia, and virtually across the country.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Life Planning, Retirement, Long-term Care, Sudden Wealth, Personal Taxes