We are committed to helping individuals feel secure with their plans for the future. Whether you want financial security through a career transition, are planning for retirement, or you have reached your golden years, we will take special care to help you create and implement an integrated financial plan that meets your personal needs. We adhere to the highest of ethical standards, and our personal goal is to help you feel good about your financial life today while looking forward to the years ahead. Financial success doesn’t happen over night. Like any journey toward a goal, establishing a direction and a plan to get there are key. Dot Mechtenberg has over 37 years of experience, and has been recognized for overall excellence in client trust, financial advice, advice quality and satisfaction. We love what we do; helping people get where they want to be financially, which ultimately affects every other part of their lives. We know that your needs and goals are different from anyone else’s, and we believe everyone deserves the chance to see their dreams come true. Securities and advisory services offered through Geneos Wealth Management Inc. Member FINRA/SIPC