Knowledge. Experience. Trust.
At Dot Yandle Financial Services, LLC we are committed to helping our clients plan for their financial security. We provide financial, investment, and estate planning solutions that work together to support your unique needs and objectives.
Dot Yandle, CPA/PFS, has been a trusted advisor for over 25 years. She exceeds her clients' expectations by delivering exceptional knowledge and guidance. She has successfully combined her tax expertise and wealth management experience to lead clients confidently toward their specific goals.
Our success is measured by helping you define your direction with trust, confidence, and respect. We look forward to working with you.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Saving for College 101
Here’s a crash course on saving for college.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you have causes that you want to support with donations? Here are three tips.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here are five facts about Social Security that might surprise you.
There are hundreds of ETFs available. Should you invest in them?
What is your plan for health care during retirement?