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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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.