Dison Wealth Management

Welcome to our newly designed web site! We hope you like it and, above all, find it useful and informative.

In addition to ongoing Investment and Advisory Services for our clients, we are Presently focusing on Retirement Planning. Many of our clients are close to retiring now or, thinking about it further in advance. New clients are always welcome.

Cetera Advisors makes available to its’ Registered Representatives a highly effective software program, MoneyGuidePro. With the program, we can put together a Financial Goal Plan.

We provide to our clients Cetera Advisors' “Your Retirement Lifestyle Workbook” and a monthly budget worksheet. Questions are posed within “Your Retirement Lifestyle Workbook” to identify Goals, Wishes and Wants. Clients enter their current monthly expenditures in the monthly budget worksheet. These are just a few of the steps leading up to obtaining the Financial Goal Plan. Of course, we meet, talk and other data is exchanged as well.

The resulting Financial Goal Plan will contain, among other things, a Summary of Goals and Resources, a summation of Risk and Porfolio Information and Results. The Results section contains a Probability of Success presented as a percentage. This is a summary based on Current and What If Scenarios; the variations being such factors as, at what age you choose to retire, when your goals are implemented, different levels of expenditure to pursue those goals and, how your investments are estimated to perform. The What If Worksheet(s) present scenario variations and compare them to the Current Scenario.

We are here to serve you, our client as well as those who are at this point, merely considering our services. Anyone who is interested in learning more may reach us by utilizing any method of contact referenced to the right of this in the Contact Us section.

Thank you for visiting our new web site!