Worried that your retirement income strategy is missing something?

We’re here to help you feel confident in your financial future.

Invest in Your Dream Retirement

At Dworetsky Financial, we make it easy for you to invest in a future that lights you up — and gives you greater financial freedom.

Our DREAM Investment Package covers these five key pieces of your financial journey:

DREAM Process. D - Diversification R - Retirement planning E - Estate Planning A - Asset management M - Monitoring
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Let’s talk about how we can help you invest in your dream retirement with a custom retirement strategy.

What We Do

Select a service to learn more about it!

Revocable Trust

  • 100% Control
  • 100% Access
  • Seamless Transition
  • Avoid Probate in multiple states
  • Privacy
  • Inheritance Protection for Bloodline
  • Income tax paid by Grantor
  • Step up in cost basis
  • Asset Protection after one spouse dies
  • Two Estate Exemptions $10M vs. $5M

Irrevocable Trust

  • No or Limited Control
  • No or Limited Access
  • Seamless Transition
  • Avoid Probate in multiple states
  • Privacy
  • Inheritance Protection for Bloodline
  • Income Tax paid by Grantor or Trust
  • Step up in cost basis optional
  • Asset Protection during life and death

Check out our

Full Suite of Services

We’re independent, so we can help you develop your custom retirement income strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

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Wealth Accumulation

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Estate Planning

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Tax Planning

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Asset Protection

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Social Security Optimization

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Income Planning

Medicare Planning

Medicare Solutions

Plan Your Dream Retirement

We are bringing the Family Office model that was conceived and limited to ultra-high net worth families to our clients. This model provides a comprehensive financial experience to our clients. Our Investment Advisors provide planning for every phase of your life, with the goal of building generational wealth.

Our Certified Public Accountants provide tax planning and accounting services to families. Clients that are business owners can access extensive accounting services. Our legal team protects and preserves generational wealth through intricate Estate Planning. Our teams work together to provide the maximum efficiencies, optimum results and the best outcomes for our clients.

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