I have a diverse background in law, accounting, banking, financial planning, investments and trust administration that enables me to serve my clients in a unique way. I utilize my multi-disciplinary experience to create customized plans that meet my clients needs and goals, while maximiing tax savings and minimizing long terms costs.
I advise clients on a wide variety of tax, estate planning, retirement and philanthropic issues and I provide family office, trust and estate administration services.
I like working directly with clients to help them achieve their goals and objectives.
Pleasant ,professional,and thorough
Competent, personable, thorough, complete, knowledgeable, reasonable in cost, and beyond my wildest expectations for professional and personalized service. This firm does everything it should and more. I will use Dawn Dale again in a heartbeat and recommend her to all.
Dawn Dale was amazing. She made sure she had all my information so that she could give me a complete, detailed, and understandable run-down of my options. I was impressed by her competence, knowledge, ease of interaction, and personalized service. I came away with total confidence and peace of mind that I had received the correct advice to make the correct decision. She is the best.