Meet John J. Dugos III, RFC
Your Valued Financial Consultant
Dugos Financial Group is where financial success meets personalized and compassionate guidance. With over 35 years of experience in the financial industry, John is dedicated to helping individuals and families pursue their financial goals and working towards a secure future.
Why Choose John Dugos?
Wisdom and Experience: John brings a wealth of experience in retirement planning, life insurance analysis, and wealth preservation. He has a comprehensive understanding on how to navigate through an ever-changing economic landscape.
Personalized Approach: No two people are alike, and John takes great interest in the importance of tailoring a financial anaysis to each individual client in a clear and concise manner. Whether you're planning for retirement, education, or estate preservation, he will work closely with you to create an easily understandable roadmap with the ultimate goal of providing financial independence. When you become a client of John's, it quickly becomes apparent that he will make you feel truly valued for trusting him with your financial journey. He considers his clients to be his friends and prides himself on guiding them with integrity and impeccable customer service.
Credentials and Qualifications: John is a graduate of Robert Morris University with a Bachelor in Business Administration. He holds the designation of Registered Financial Consultant which demonstrates a commitment to continuous learning and professional development. He will adhere to the highest ethical standards and prioritize transparency in all client interactions.
Personal and Community Involvement: John is a native of Pittsburgh and a life long resident of Western Pennsylvania. He resides with his family in Greensburg, Pennsylvania where he shares his wife's passion for horses at their property. He is also a health enthusiast, an avid reader and enjoys traveling with his family. He is also dedicated to being involved with his church and various local charities.
Getting Started on YOUR Financial Journey
Ready to take control of your financial future? Whether you're looking to have your current portfolio reviewed or to optimize your current financial strategy, John will eagerly guide you every step of the way. Call Dugos Financial Group TODAY for a complimentary consultation at 724-327-2601.
We look forward to hearing from you!
Newsletters
-
Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
-
New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
-
SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
-
Retiring in a Down Market? Don’t Panic
Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.