Dobbins & Company Financial

Sharon S. Dobbins - President

Welcome to Dobbins & Company Financial Homepage! This is all about us and what we do.

Dobbins & Company Financial, Inc. is a full platform independent financial services firm. Being independent financial representatives means we can selectively establish relationships with companies whom we feel have the products, plans, financial stability and market position to effectively meet the needs of our clients. Equally, we look to have as clients individuals and businesses who are motivated and committed to making a difference in their financial quality of life concerns.  We value long term relationships with our business partners as well as our clients. 

Based on our client's goals and values, time horizon, risk tolerance and overall financial situation we develop strategies to help make life's wishes happen. Things like saving for college, preparing for a financially secure retirement, providing for the special needs of a relative, or building a legacy.  We offer our expertise to help you reach and maintain a higher level of financial preparedness.  Ultimately, we will work together so that you too can reach and enjoy your desired financial goals.

Individuals or businesses, our committment, expertise, and resources position us to fill the need to help you.

 So, whatever you've been dreaming of; a new home, a solid and enjoyable retirement, college for your grandkids (your kids or even yourself), fulfilling your lifetime values - we're here to help you meet the challenge head on.

 

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to own take advantage of the tax benefits of 529 plans.

The Consumer Price Index and You

Inflation is a long-term, sustained rise in the general level of prices, as measured by the Consumer Price Index (CPI).

Heir-Tight Estate Conservation

An incentive trust can help reinforce the lessons you taught your children during your life.

Hand-Me-Down Dollars

Inheriting an IRA can be a great source of additional income, but the penalties for mismanaging one are severe.

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