Where Are You in Your Financial Life?
Find Out Now!
Asset Planning
You are laying the foundation for your financial future. We can help you understand how to manage your finances so you start on the right foot.
Asset Accumulation
During your prime earning years, we can help you understand how to manage your finances so you can meet your obligations, secure your financial future and achieve your long-term goals.
Asset Distribution
Planning how your assets will be distributed among beneficiaries or charitable organizations in the most efficient and tax-advantaged manner is essential.
Retirement Planning
This is the number one reason clients come to Solution Driven Wealth for help. Planning is critical to ensure financial security and a comfortable lifestyle.
Why work with Solution Driven Wealth?
Experience
For more than 30 years Bob Dole has helped individuals and families understand the solutions for reaching their financial goals
Custom Solutions
We ask a lot of questions to fully understand your goals, needs and risk tolerance. Every client has a plan tailored to their unique situation.
Complimentary Review
We offer a no-obligation assessment of your finances, with no strings attached.
We Care
Our clients are family to us. We want our clients to be well educated in understanding their investments, risks and opportunities.
Ready to take the first step? Schedule a complimentary, no-obligation consultation.
During this 30-minute Zoom session, you will:
- Discuss your financial goals
- Learn more about Solution Driven Wealth
- Determine next steps toward reaching your goals