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Experience Matters

"Dunwoody" is a full-service financial firm committed to help a business and/or individual pursue financial goals. "Dunwoody" offers a wide range of financial products and services to business owners and individuals. For a business, John Dunwoody has a special interest and knowledge in the area of qualified pension plans, such as, 401(k), profit sharing and defined benefit. For an individual, John will develop a comprehensive investment plan, for today and tomorrow. John believes wh

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Featured Team Member

John Dunwoody

We have been working with individuals and businesses in southeastern Michigan, more specifically Wayne, Oakland, Macomb and surrounding counties for almost 40 years. John Dunwoody has particular knowledge in the qualified plan area,...

Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Featured Presentation

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Have A Question About This Topic?

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

View all calculators

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.