Retirement Planning | Retirement Financial Planning | Retirement Investment Planning  Virginia Beach | Norfolk | Hampton Roads Dukes & Associates, LLC  

Successful retirement financial planning and investing requires a well thought out, long-term plan that takes into account your current circumstances and future financial goals and adapts to take advantage of opportunities as they arise. For over 34 years, Ronald Dukes of Dukes & Associates, LLC has been helping people in Virginia Beach, Norfolk and Hampton Roads achieve their financial objectives with effective, proven retirement planning strategies.  

• Contact Dukes & Associates, LLC for more information or to schedule an appointment 

• Read our Online Newsletters for timely information on a variety of topics that affect your retirement planning

  Your retirement years represent a move from asset accumulation to asset distribution that could last over 30 years. Among the risk factors that can affect your ability to have the retirement you’ve dreamed of are inflation, health care expenses, life expectancy and market volatility. Do you have a retirement plan that addresses all these risk factors?

In today’s financial landscape, there are many investment opportunities available, provided you have a clear understanding of your short-term and long-term goals and the financial planning necessary to respond in a responsible manner.

At Dukes & Associates, LLC we help our neighbors in the Virginia Beach, Norfolk and Hampton Roads area develop the financial investment planning necessary to navigate the uncertainties in today’s financial climate and arrive comfortably at their retirement goals. Our suite of independent financial services includes estate planning and conservation, retirement investment planning, and even divorce financial planning. We provide our clients with comprehensive solutions based on their unique retirement goals.

• Visit our Learning Center for information on retirement investment planning including articles on estate planning, tax planning, investments and risk management

As with any journey, retirement planning begins with a simple first step in which we help our clients in Norfolk, Virginia Beach and Hampton Roads develop a clear picture of their current situation by asking the right questions including: 

• How can you optimize the return on your retirement investments?
• Is your retirement plan sufficiently protected against market volatility?
• How can you reduce your financial exposure to risk?
• What income level will provide you the lifestyle you desire for your retirement years?
• Are you currently saving enough to meet your financial goals for retirement?
• Are there opportunities available to reduce your estate taxes?
• Do you have the right amount and kind of life insurance?
• Is your insurance going to be around as long as you are?

  According to an Employee Benefit Research Institute report issued in 2005, only 42% of American workers know how much of their income they need to save in order to ensure a comfortable retirement. It’s never too early or too late to begin planning for your retirement. 

• Use our online calculator for answers to common questions about retirement planning and other financial matters including investment planning
• Our online Market Watch provides up to the minute information including detailed quotes, market overviews and charting to monitor your retirement investments. 

As a registered representative of Royal Alliance Associates, Inc., member FINRA / Member SIPC, Dukes & Associates, LLC offers independent retirement investment planning and financial planning.   

Ronald A. Dukes, a graduate of Yale with a Masters of Science in Financial Services form the American College, holds the following licenses in the state of Virginia: 

Series 7 – General Securities Representative
Series 24 – General Securities Principal
Series 65 – Registered Investment Advisor
Series 51 – Municipal Fund
Life, Health and Annuity Licensed 

For additional information or to schedule an appointment please call 757-233-8404 in Norfolk, Virginia Beach or Hampton Roads area or contact us via e-mail. 

 

Retirement Planning | Retirement Financial Planning | Retirement Investment Planning  Virginia Beach | Norfolk | Hampton Roads