Daggett & Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Bob Daggett

Bob Daggett

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bob Daggett's website
Leigh Daggett

Leigh Daggett

Financial Advisor

Visit Leigh Daggett's website

Team

Kate Dolan

Kate Dolan

Office Manager,

Paraplanner

Qualifications

  • Office Manager with Daggett & Associates for 12 years, Series 7 Licensed
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