Call or email for a free no-obligation
meeting at our office located at:
Dokus Financial Partners
17 Stevens Street, P.O.B. 68
Littleton, Ma 01460
978-952-2900
If you’re
serious about
building
substantial
wealth,
you need
more, than
the raw
materials
and a sketch.
You need a
talented
designer.
A Financial
Professional.
And a
no-nonsense
general
contractor.
The financial
equivalent
of all three.
Who is Ron Dokus? (Click here)
Ron Dokus,
Most people know how important it is to have a basic financial strategy. And many people turn to professionals for help choosing the right products to meet specific short and long-term goals.
Of course, the creation of real wealth requires a more aggressive approach. Every opportunity must be met and optimized. Every piece must be designed to coordinate perfectly with the others. And the entire apparatus must be monitored to prevent friction. It's no wonder that we call this approach Personal Financial Economics.
What's different about
Personal Financial Economics?
Personal Financial Economics is a rigorous, disciplined and integrated practice requiring a special combination of skills, as well as familiarity with the complete range of financial tools and techniques.
Here’s what you can expect
a specialist like Ron to do:
Design a strategy that suits your lifestyle. First step, a comprehensive evaluation to gain an understanding of your needs, your philosophy, your unique situation.
Design that strategy so that all aspects work in balance. Properly balanced, each mechanism for Protection, Savings and Growth will support and improve the performance of the others.
Build with the best products available. As an independent Broker, we scour the marketplace to find only the best products and companies and to implement your plan.
Maintain for top performance. Remember-money on the way to wealth is dynamic, so you can expect to hear from Ron frequently as markets, tax laws and your own circumstances change. Careful tuning keeps every part working at peak efficiency.
Communicate with other advisors. Ron excels at working closely with other professionals you may have on your team, such as CPAs, stock brokers, insurance agents and loan officers.
Ronald Dokus is a Registered Representative and Financial Advisor of and offers securities products and services through Park Avenue Securities LLC (PAS), a registered broker-dealer and investment advisor, 1101 Worcester Rd, Framingham, Ma 01701 1-508-820-9939 Dokus Financial Partners is not an affiliate or subsidiary of PAS.
PAS is a member FINRA,SIPC www.finra.org
Neither PAS,its agents or employees provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
The Registered Representative is Life & securities licensed in Florida, Massachusetts and New Hampshire. He is advisory licensed in Massachusetts and New Hampshire. The material on this web site is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.