As an  advisor,  Howard  Dingle works   with   individuals,  families, and small businesses to help grow and protect wealth from one generation to the next in a tax efficient manner.

Howard specializes in income distribution during retirement. His goal is to optimize income and preserve the lifestyle his  clients seek  during retirement  years. While planning  for retirement, many investors take on more risk than   is  necessary to accomplish their goals.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Retirement Planning Services
  • Asset Modeling
  • Equities
  • Liquid and Illiquid Investments: Equities, ETF, Mutual Funds, and Alternative Products
  • Financial Planning
  • Investment Advisory
  • Tax Planning and Preparation
  • Insurance: Life, Health and Annuities
  • Small Business Organization & Consulting

Specialty Services

Howard works with government employees to provide them with guidance on transitioning their retirement resources to create a secure and comfortable retirement.

Investment Advisory Services provided through Claraphi Advisory Network LLC, an SEC Registered Investment Advisor.