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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
It's important to understand the pros and cons when considering a prepaid debit card.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A change in your mindset during retirement may drive changes to your portfolio.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It’s never a bad time to speak with your financial advisor about changes in your situation.
If you died, what would happen to your email archives, social profiles and online accounts?
What are your options for investing in emerging markets?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.