Financial Services
for all Walks of life

Helping clients make the right financial decisions at the right time

Welcome to Financial Dogma

Letting emotions guide your decisions or not accounting for risks can lead to harmful financial decisions, causing unnecessary stress, setbacks or worse – such as the inability to fully retire.

Allow a Financial Dogma professional to guide you to make sound financial decisions to avoid stress and increase your financial happiness.

What We Offer

Financial Planning

Investment Planning and Management

Retirement & Income

Asset Protection Planning

Tax Reduction Strategies

Where are you in your planning journey?

Parents and two kids sitting with pet dog in the garden

In the early stages of the path to retirement, we focus on strategies designed for individuals and families who are getting started and want a strong foundation to begin accumulating wealth

Boy hugging his family

In the middle stages of the path to retirement, we focus on strategies designed for individuals and families who are about 10-15 years from their desired retirement

Elderly couple consulting with financial advisor at home

In the final stage of your path to retirement, we focus on strategies designed for individuals and families who are roughly 5 years or less from retirement or are already in retirement

Why you should choose us

Build and protect your wealth and increase your financial happiness with guided financial decision making

We treat every client like a “Top Dog” regardless of the size of their financial portfolio

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Dedicated to educating and empowering clients to take the worry out of investing and financial management

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Experience is on your side as we have over 22 years of legal and financial experience

Get Your Free Copy of "10 Tips for Building Wealth"

10 Tips for Building Wealth That I Learned From My Dog and Kids

D.I.G. Sessions

Enter your contact information to schedule a COMPLIMENTARY 15 minute Financial Dogma D.I.G. Session.

D – ISCOVER

I – NVESTIGATE

G – UIDE

Schedule Your Session

Where are you in your planning journey?

Small young family

In the early stages of the path to retirement, we focus on strategies designed for individuals and families who are getting started and want a strong foundation to begin accumulating wealth

Young family with children playing with their dog at home while sitting on couch

In the middle stages of the path to retirement we focus on strategies designed for individuals and families who are about 10-15 years from their desired retirement

Elegant adult couple in a spring forest

In the final stage of your path to retirement, we focus on strategies designed for individuals and families who are roughly 5 years or less from retirement or are already in retirement

To view Next Financial Group Inc’s Privacy Policy & other important information, please visit the customer section of nextfinancial.com

Our Company
Contact Info
Privacy Info

Investment products and services available
only to residents of: AZ, CT, DE, FL, IL, MD, NC, NH, NJ, NV,  PA, SC, VA, WV

We are licensed to sell insurance products
in the following states: AZ, CO, CT, DE, FL, MA, MD, NJ, PA, SC, VA, WV

Securities and Investment Advisory services offered through NEXT Financial Group, Inc.  Member FINRA/SIPC and SEC Registered Investment Advisor.  NEXT Financial Group, Inc. does not offer tax or legal advice.  Financial Dogma is not an affiliate of NEXT Financial.