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.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Can you keep up with your children’s mobile slang?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Here's a breakdown of how the federal government spends your tax money.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Learn when it may not make sense to file a claim on your home insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Smart investors take the time to separate emotion from fact.
Why are 401(k) plans, annuities, and IRAs so popular?
All about how missing the best market days (or the worst!) might affect your portfolio.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Would you guess that Millennials are effectively saving for retirement? Well, they are.