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Individual & Family Financial Planning

A custom financial plan designed by Dawson and Bertran Investment Advisors can help take you from where you are today, to where you need to be in the future.

Through personalized attention and custom-tailored strategies, we will work with you to define your values, outline your goals, and design a plan that will help you meet them. Whether that means saving for your child’s future education, mapping out a clear path to retirement, or protecting your family from the unforeseen - our independent advisors can help.


When it comes to saving for your child’s future education, planning is everything. One of the most important aspects of the planning process is understanding your options. 529 plans, mutual funds, UTMA accounts, Roth IRAs and savings bonds are all potential avenues to help fund your student’s academic future. We will provide in-depth insight into each of your options and help you choose the one best suited for your situation.

From minimizing early withdrawal penalties and tax implications, to maximizing the growth potential of your money - our professionals will guide you every step of the way.


As you face retirement age, the last thing you should have to worry about is running out of money. By helping you establish a reliable income stream post-career, our experienced specialists will design a strategy that allows you to seamlessly transition from the workforce to retirement with confidence.


Preserve your retirement and your family’s future with a customized insurance protection strategy. Tailored to your needs and best interest, our suite of insurance solutions can help you achieve the confidence you and your family deserve.

  • Disability Income Insurance
  • Life Insurance
  • Long-Term Care Insurance

Our Process

Long-term goals require long-term, purposeful plans. Our advisors will guide you through a process aimed at getting to know you and your family. By understanding your situation, we are able to make insightful recommendations that are truly in your best interest.

The cornerstone of our process involves educating you - and ensuring your comfort - in all areas of your investment strategy. From the initial discovery phase to the final implementation of your plan, you can rely on our team to deliver independent support, custom advice and tailored solutions.

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