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.

End of Year Tax Planning

Only a precious few weeks left to wrap up the financial year! Are you ready?

Waiting till tax season just means waiting to report on the facts of 2024. However, tax planning should be IN 2024. It is when you determine what actions you should be taking to reduce the tax liabilities you will be required to report and pay the following year.

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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Blog

Financial Planning

Retirement

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Podcast

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