Kevin S Dooley, CFP®, CLU®, ChFC®, CASL®, CAP®

Wealth Management Advisor

Planning with Purpose

The purpose of the Dooley team of financial professionals is to help our clients achieve a high quality of financial life. Our goal is to honor God through the use of our talents, creating options and choices to guide our clients in making wise decisions.

Kevin Dooley believes that financial success does not happen by chance, but rather through intentional choice. Transforming aspirations and goals into actuality take acumen, hard work, discipline, and strategic financial planning.

When it comes to your financial goals, each decision and action you take will have a significant impact on your future financial cirumstances. A good financial blueprint will lay out what you need to do today to acheive your goals tomorrow.

Has anyone ever been intentional and genuine in seeking out who you are and what your values are in life? Kevin and his team believe in not only understanding what you stand for, but through that offering you a value based approach to your personal planning that connects your core values to your wealth management goals.

The end result for you is having a plan that states your personal philosophy in financial terms- a strategy that brings clarity to your personal planning and attaches your most inner core value to the financial legacy you leave your family.

Kevin's role is to fully serve you as a financial advisor while providing the customized individual support that you need. His goal is to take the stress and complexity out of managing your own personal financial affairs so you are enabled to live the abundant life that you long for.

Kevin and his team are passionate about what they do. They act only in their clients' best interest, strive to deliver raving fan service, and promise a lot while delivering more. Their clients and the clients' goals are equally important and the team is committed to providing you with exceptional service. Welcome, you are family here!

Kevin Dooley has had the honor of co-authoring a motivational book entitled Life By Design, centered on helping individuals live the abundant life they long for from a financial standpoint.

Please feel free to email kevin.dooley@nm.com , or visit our team page to contact a team member, regarding  any needs you may have or if you are interested in recieving a free PDF version of Life By Design. 


 My Mission

 "To develop enduring relationships, provide expert guidance, world-class insurance services, innovative solutions, and internationally-recognized investment products to help clients attain a lifetime of financial security." 

 The foundations of our process are:

  1. Courageous conversations that yield meaningful and appropriate objectives
  2. Well-balanced consultation and guidance reflecting only what we would advise our own families
  3. Fact-based goals that help lead to unique, powerful plans for each individual or family
  4. Recommendations, clear feedback, and implementation with world-class insurance products and internationally-recognized investment products

We act out of our faith and believe in serving others passionately and fervently.

These core values guide our actions and are at the roots of all our relationships:

  • Honesty & integrity
  • Faith-centered focus
  • Purpose-driven energy
  • Compassion & empathy
  • Responsibility
  • Excellence

Client Quick Links

Please use the links below for easy access to your online accounts and more:

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck