Bringing Your Money to Life

Align your assets with
what matters most to you.

Align your assets with what matters most to you.

Who We Are

Who We Are

Dedicated Financial is a full-service financial planning firm, providing investment advisory services, income planning, tax analysis, risk neutralization and legacy planning advice.

Financial Planning

A Certified Financial Planner™ practitioner can help you make the best choices given your personality and priorities, and fill in the gaps in your knowledge and behavior patterns to get you the best result.

Retirement Planning

Financial success in retirement doesn’t happen by accident. It’s the result of planning. At Dedicated Financial, we create a plan that prioritizes what matters most to you.

Asset Management

Dedicated Financial manages your entire cycle of building wealth through strategies like acquiring, maintaining, and trading investments of various kinds to increase their value over time.

Our privilege is Bringing Your Money to Life to help you achieve your Life Goals, Hopes and Dreams

Featured Content

Join Len as he guides you through some of the most common and unique products, situations, and strategies across the financial landscape.

Pink or Blue

How we view money affects how we spend, save and invest. Learn more about your own approach to money and whether your partner may have differences you could align for a stronger portfolio and relationship.

Take a deep dive in this 9-minute video to invest in your future.

Our vision for retirement is often too small, when it should be a capstone time of enjoyment and fulfillment. Each episode of Len’s podcast explores how different interviewee’s flourish in this season, with reflection on strategic take-aways. Start listening today!

Resources

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Len is a Proud Contributor to Some of the World’s Most Trusted Financial Publications