Dumford Management Group takes pride in maintaining a thorough understanding of the latest retirement strategies. Founder Jariel Dumford is an expert in helping clients wade through the complexities involved with preparing for retirement. His greatest joy comes when he can break the news to people that they can retire sooner than they believed or expected.
PHONE
(513) 870-9680
FAX
(513) 870-9682
Address
2808 Mack Rd. Fairfield, OH 45014
YOUR TRUSTED ADVISOR
Dumford Management Group
Maximizing social security
Social Security remains an important income stream for retirees, and Dumford Management Group is committed to maximizing that income for each client. They know that, just as all clients earn different amounts of Social Security, there is no one–size–fits–all best time to claim these benefits. Jariel Dumford makes sure that not a penny is left on the table for his clients.
retirement income planning
Many old maxims about retirement income planning, such as the “4% Rule,” have either been updated or fallen by the wayside. At Dumford Management Group, the focus is on securing monthly income for retirement, so people can rely on money as they once did with paychecks. This is a much safer way to plan for retirement than solely relying on the stock market.
risk mitigation
When planning for retirement, asset management is more complex than just settling on a 60/40 split of stocks and bonds. Retirees need the assistance of an advisor like Jariel Dumford to develop a financial strategy that serves the future as well as the present. This requires a balance of risk and safety specifically tailored to the non–working years of each client.
The Dumford Management Group Difference
Through their partnership with Patton Financial Group, Dumford Management Group is able to deliver Ohioans the complete spectrum of financial services. Jariel Dumford makes sure these services are always provided with an explanation of how they fit into the larger financial plan for each client. Having a sound plan is always central to the Dumford approach to finances.
Get In touch
PHONE
(513) 870-9680
fax
(513) 870-9682
address
2808 Mack Rd. Fairfield, OH 45014