Legal
Disclosure
Questions and Answers related to Dolphin Financial Group Services
Legal Discosure
Investment advisory services offered through Dolphin Wealth Management Inc., a Registered Investment Advisor in the state of Florida. Insurance products and services are offered through Dolphin Insurance Inc., Dolphin Wealth Management Inc, and Dolphin Insurance Inc. are affiliated companies doing business as Dolphin Financial Group.
Electronic Information
Dolphin Financial Groups outgoing and incoming e-mails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through e-mail. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.
Privacy PolicyContact Us
Financial Services
As Retirement Planning Specialists, we offer a comprehensive array of services specifically designed to help people retire with peace of mind.
Income Planning
Creating inflation adjusted income streams to last through your entire retirement
Retirement PlanningInsurance Planning
Health insurance, Medicare, life insurance, and Long-term Care strategies
Insurance PlanningInvestment Management
Active and passive management strategies for your investments
Investment ManagementSocial Security Maximization
Specific strategies to get the most out of Social Security
Social Security MaximizationLegacy Planning
Leaving behind assets for future generations in a strategic, tax-efficient manner
Legacy PlanningFinancial Planning
Creating and implementing a plan to reach retirement goals and dreams
Financial Planning