Investment management, accounting, tax and financial planning decisions are vital. They can affect your ability to provide for your family and your ability to live the type of life you want. Thank you for considering me when making such an important decision in your life. If you give me the gift of your trust, I promise that I will do my very best to help you. I will strive to find simple and actionable solutions to your financial, investment, and tax problems. Even if you choose not to work with me, I want you to be better off for having visited me. Please visit my blog for free financial planning education or download my free financial planning e-book. See price list for prices.
Some of the Problems I’ll Help You Solve
- When can you retire?
- How can you manage your debts?
- How can you provide for your children’s education?
- How can you care for aging relatives?
- How can you deal with healthcare insurance issues?
- How can you minimize your tax burden?
- How can you accumulate more wealth?
- How can you achieve financial freedom and security?
- How can you use your money to impact the world around you?
I am not going to try to confuse you; to try to force you to do what I want. I’m going to explain everything to you in simple and understandable language. While it is entirely your choice how involved you are in the tax and investment process; your voice will always be the loudest voice. Any power I have is only the power you give me; I will always follow your wishes on how we proceed. In this story you are the king and I’m the advisor at your side. I’ll advise you in regards to what I think you should do, but you’re in charge. Whatever you decide to do I will turn your words into reality to the very best of my ability. My oath is to help and serve you. I entered this field because I want to help people, so I would be honored if you give me the opportunity to help you. Together, we’ll turn your dreams into reality.
What I do
Someone who chooses to work with me will get the benefit of over 25 years of experience in the financial industry. Daniel Dollinger CPA, CFP® provides financial planning/business development consulting, tax consulting, debt/equity financing, investment management, financial planning, income tax, accounting, and bookkeeping services. My goal is to educate people on these topics. I want to help people make financial plans for their future. I want to help you save money on taxes and grow your business. I want to give you the peace of mind so you can cherish every moment with the people you care for. My main office is in Salem, Oregon. My second office is in Wilsonville, Oregon. I serve the entire Pacific Northwest.
I manage investment portfolios for many families. As a CPA and CFP professional, I am uniquely able to give integrated tax planning and financial advice. My Investment Management firm is Dollinger Management, Inc. It is a Registered Investment Adviser (RIA) within the State of Oregon. Daniel Dollinger CPA CFP is also registered with the Oregon Division of Financial Regulation as an assumed business name of Dollinger Management Inc. I manage investment portfolios on a fee-only basis. How much I’m paid is completely dependent on the value of the portfolio on the last day of the month.
- Financial planning and investment management services
- Provide financial planning, tax, and business development consulting on an hourly basis
- Provide debt and/or equity financing to help you grow your business
- Prepare business, personal, and trust tax returns each year
- Receive bank statements, merchant statements, cancelled checks, day sheets, and lottery reconciliations
- Maintain an accounts payable system, current checkbook balance, and stock checks, all computerized and electronically ready
- Reconcile all bank accounts
- Prepare monthly compiled financial statements for delivery within three days of when information is received by our office
What I believe
I believe in working for and establishing a relationship with my clients. Of my hundreds of clients 90% of them have been with me for at least 5 years; 75% of them have been with me for at least 10 years. If you give me the gift of your patronage, I’ll give you wholeheartedly my loyalty, my appreciation, and my service for many years to come. My promise to you is that with me you will always have a loyal subject.
General Referral Discount Information:
Resetting each month, every referral that you provide will earn you a 1.67% discount on all services rendered during that month. No discount is allowed to be given on any investment management or financial planning referral. Discounts are also available if services are bundled.
|Rate||Assets Under Management|
|1.00%||Between $125,000 and $750,000|
|.85%||Between $750,000 and $1,250,000|
|.80%||Between $1,250,000 and $1,750,000|
|.75%||Between $1,750,000 and $2,500,000|
|.70%||Between $2,500,000 and $3,250,000|
|.65%||Between $3,250,000 and $4,250,000|
A single rate is applied to the entire account. So a person with a $750,000.01 account pays less than a person with a $750,000 account. I will waive personal tax return fees for accounts over $1 million. For accounts that are above $5,250,000, we’ll need to discuss a custom rate.
Again I say thank you. Services can be provided in-person and/or remotely. Please call me at (503) 363-1550 or e-mail me at email@example.com to find out more about how I can help you. You can also contact me through Facebook, LinkedIn, Twitter, YouTube and Quora. If you have a specific question, please send it to me through Facebook. I answer questions there all the time. I’m always happy to help.
If anything that I mentioned above interests you, please consider downloading my free e-book. The book contains my thoughts on investment management and some information that I think everyone should know.
Dollinger Management, Inc. is a Registered Investment firm in the State of Oregon. Prior to any advisory work conducted outside Oregon, Dollinger Management Inc. would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.