Dodd Consulting

At Dodd Consulting, LLC, we are dedicated to improving the financial stability of our clients while earning their long-term trust. Founded in 1964 as an independent insurance firm, we have a rich history of providing innovative asset transfer, insurance, and executive benefit solutions to affluent individuals, families, and companies.

Our Philosophy

At Dodd Consulting, we view insurance acquisition as the beginning of a working relationship, not as a single commodity purchase. We are not oriented to one-time transactions; we are focused on becoming long-term insurance providers to our clients. We seek to earn our clients' trust by providing cost-effective solutions that are uniquely tailored to meet their needs.

Our Specialty

As a Member Firm of M Financial Group, our clients have exclusive access to proprietary insurance products that are unavailable through traditional channels. Our team of experts is committed to helping our clients achieve their financial goals through our services in the following areas:

Services

• Executive Benefits
• Employee Benefits
• Wealth Preservation
• Insurance Planning
• Business Continuation
• Estate Planning and Wealth Transfer
• Investment Management
• Financial Strategies
• Retirement Planning
• Asset Management
• Employee Benefits Disability and Long-Term Care

Business Value

At Dodd Consulting, we believe that our clients' financial stability is our top priority. We work closely with each client to create a comprehensive financial plan tailored to their unique needs and goals. Our team of experts is dedicated to providing exceptional service, innovative solutions, and unparalleled expertise to help our clients achieve financial success.

On Demand Consulting

Our team of professionals is dedicated to providing personalized service to each of our clients. We understand that every client's financial situation is unique, and we take the time to learn about their goals, risks, and aspirations. Our on-demand consulting services are designed to provide our clients with the expertise and guidance they need to make informed financial decisions.

Wealth Management Services

Our wealth management services are designed to help our clients achieve their financial goals. We offer a range of services, including investment management, financial planning, and retirement planning. Our team of experts is dedicated to helping our clients create a sustainable and prosperous financial future.

Life Insurance

Our life insurance services are designed to provide our clients with peace of mind and financial security. We offer a range of life insurance products, including term life insurance, whole life insurance, and universal life insurance. Our team of experts is dedicated to helping our clients find the right life insurance products to meet their needs.

Business Continuation

At Dodd Consulting, we understand the importance of business continuation planning. We offer a range of services designed to help our clients protect their businesses and achieve their goals. Our team of experts is dedicated to providing our clients with the knowledge and expertise they need to make informed business continuation decisions.

Estate Planning and Wealth Transfer

Our estate planning and wealth transfer services are designed to help our clients preserve their legacy and protect their wealth. We offer a range of services, including wills, trusts, and probate. Our team of experts is dedicated to helping our clients create a comprehensive estate plan that meets their unique needs and goals.

Investment Management

Our investment management services are designed to help our clients achieve their financial goals. We offer a range of services, including investment analysis, portfolio management, and retirement planning. Our team of experts is dedicated to helping our clients create a sustainable and prosperous financial future.

Financial Strategies

Our financial strategies services are designed to help our clients achieve their financial goals. We offer a range of services, including financial planning, retirement planning, and estate planning. Our team of experts is dedicated to helping our clients create a comprehensive financial plan that meets their unique needs and goals.

Retirement Planning

Our retirement planning services are designed to help our clients achieve their retirement goals. We offer a range of services, including retirement income planning, social security optimization, and retirement account analysis. Our team of experts is dedicated to helping our clients create a sustainable and prosperous retirement plan that meets their unique needs and goals.

Asset Management

Our asset management services are designed to help our clients protect and grow their assets. We offer a range of services, including investment analysis, portfolio management, and asset allocation. Our team of experts is dedicated to helping our clients create a sustainable and prosperous financial future.