Broker Check

7024 Central Avenue
Saint Petersburg, FL 33707

Jay Dolan, CFP®

(727) 346-9500

 
Client Centered

Client Centered

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Meet the Team

Welcome to LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.

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Services

Services

We create strategies tailored to your goals.

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Independence

Independence

We put your needs first.

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Trust

Trust

We enjoy building trusted relationships that span generations.

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Helpful Content

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

 

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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