Our Services
Retirement planning, portfolio management, education planning, legacy planning, family risk management, tax planning, and business planning…
Many advisors employ cookie-cutter, algorithm driven portfolios. Not us. We invest time to know our clients. Our recommendations will be geared towards your specific goals, timeframe, and risk tolerance.
How much do you need to save in order to secure the retirement lifestyle you desire? What is a tax efficient way to save for retirement?
“A goal without a plan is just a wish.”
-ANTOINE DE SAINT-EXUPERY
ABOUT US
The experienced Financial Advisors of Dublin Capital Management LLC offer financial planning and investment services to clients. By bringing together financial services from Dublin Capital Management with income tax services from Dublin Advisors LLC CPA, we deliver fully integrated financial solutions under one roof.
Whether you are planning for a secure retirement income, your childrens’ education, or a plan to secure your financial legacy for the next generation, we have solutions to get you there. Our solutions are customized for every client to suit your individual needs.
Dublin Capital Management LLC is led by Jerod Cook, Financial Advisor, working closely with David Bentz, CERTIFIED FINANCIAL PLANNER™ to be your Personal CFO Team. Let us help you paint your complete financial picture!
Dublin Capital Management LLC - Q & A
We generally work with clients having $500,000 or more of investable assets. However, we make exceptions for clients who can realistically grow assets to that level through a committed effort.
We are a fee-based financial planning firm. As such, we typically charge clients a percentage of assets under management. This fee structure aligns our long-term compensation with your long-term success. We are able to charge lower percentage rates for higher levels of assets under management.
Many financial advisors are just glorified sales people who are incentivized to push certain one-size-fits-all products on their clients. We are independent professionals who genuinely care about our clients. We are selective about who we work with because we invest a lot of time into knowing our clients and into keeping up with their ever-changing circumstances. We work as a team because the best ideas come from a team approach.
Dublin Capital Management and Dublin Advisors CPA are sister firms, operating as a team under one roof to coordinate all of our clients’ financial solutions. Income taxes are the number one lifetime drain on a family’s finances. To build a financial plan without incorporating tax considerations, in our opinion, is a flawed model. Clients may choose to engage either or both firms.