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
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.