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Your Path to Financial Prosperity

We specialize in empowering both corporations and individuals to achieve their financial goals and secure a prosperous future. With a dedicated focus on corporate retirement plans and their individual plan participant, we provide tailored solutions designed to meet the unique needs of each client.

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Empowering Your
Financial Goals

At Dunbar Associates, we understand the significance of retirement planning and the critical role it plays in financial well-being. Our approach revolves around delivering personalized strategies anchored in unwavering ethical standards. Whether you're a plan sponsor seeking to fulfill fiduciary obligations or an individual looking to navigate the complexities of retirement planning and personal finances, we are here to guide you every step of the way.

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Why Choose Us


Personalized Solutions

Our recommendations are tailored to your unique financial goals and circumstances.


Ethical Standards

We adhere to the highest ethical standards, ensuring transparency and trust in all our interactions.


Expert Guidance

With years of experience in corporate retirement planning and individual financial management, we provide expert guidance every step of the way.


Ongoing Support

Our commitment doesn't end with implementation. We offer continuous support to adapt to your evolving needs and market dynamics.

Who We ServeTailored Solutions for Corporations and Individuals

Companies

Companies

For companies seeking to establish successful retirement outcomes for both themselves and their people, we offer comprehensive consulting services. From designing retirement plans that align with your company's objectives to providing ongoing support in managing fiduciary responsibilities, we ensure your retirement plan operates seamlessly, fostering financial security for all stakeholders.

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Individuals & Families

Individuals & Families

Individuals entrust us with managing their 401(k)s, planning for retirement, making informed investment decisions, mitigating risks, and organizing their entire financial portfolios to set you on the path to financial freedom.

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Our ProcessWe believe in a personalized, holistic approach

1

Discovery

Our process starts with a comprehensive discovery meeting, where we gain insights into your financial landscape and aspirations.

2

Recommendations

Leveraging this information, we craft personalized recommendations tailored to your specific needs.

3

Ongoing Support

From implementation to ongoing support, we are committed to being your trusted partner on your journey towards financial success.

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Free DownloadTake Charge of Your 401(k)

From implementation to ongoing support, we are committed to being your trusted partner on your journey towards financial success.

Enhancing Your Experience with Technology

Wealth Building Cornerstones Calculators 

Wealth Building Cornerstones (WBC) offers a suite of financial calculators specifically designed for pre-retirees. These calculators can benefit you in several ways:

    • Retirement planning simulations: the core WBC calculator, Pre-Retiree Cornerstone CalculatorTM, allows us to model various financial scenerios based on your situation. This can help you visualize the impact of different savings rates, investment returns, and retirement spending needs.

    • Goal-oriented planning: With WBC calculators, we can explore "what-if" questions with you. For example, we can see how much you might need to save to achieve a desired retirement income or explore the impact of delaying retirement.

    • Informed decision-making: By using WBC calculators together, we can make data-driven decisions about your pre-retirement finances. This can empower you to feel more confident about your future.


Kwanti Portfolio Analytics

Kwanti Portfolio Analytics is a software tool designed to helping us with in-depth portfolio analysis and client communication, leading to several benefits for you:

    • Data-driven investment recommendations: Kwanti provides powerful analytics to assess investment performance, risk, and potential future scenarios. This allows us to make well-supported investment recommendations tailored to your needs.

    • Proposal generation: Kwanti enhances our proposals with data visualization tools. This helps us present complex financial information in a clear and easy-to-understand way.

    • Improved communication: With Kwanti's analysis and visualizations, we can have more informed discussions with you about your portfolios.

    This tool equips us with the tools to conduct thorough portfolio analysis and present it to you effectively.

    Right Capital

    RightCapital is an interactive financial-planning platform that helps us bring every aspect of your financial life into one clear, organized view. It allows us to build personalized strategies, explore different possibilities, and illustrate how today’s decisions may affect your financial future.

    • Comprehensive planning: We can evaluate retirement goals, income, investments, taxes, insurance needs, and other important areas of your financial life within one coordinated plan.

    • Interactive “what-if” scenarios: RightCapital enables us to compare potential strategies—such as changing your retirement date, adjusting savings, or planning different withdrawal approaches—so you can better understand your options.

    • Clear, visual insights: Easy-to-understand charts and personalized summaries help make complex financial information more approachable and support informed conversations.

    • Convenient collaboration: Through the client portal and mobile app, you can review your plan, securely share documents, complete assigned tasks, and stay connected with us as your circumstances evolve.

    With RightCapital, financial planning becomes an ongoing, collaborative experience—helping you see where you stand today and move forward with greater clarity and confidence.

    Start Your Journey Towards Financial Wellness

    Whether you're a corporation seeking to enhance your retirement plan offerings or an individual looking to secure your financial future, we are here to help. Schedule a discovery meeting today and take the first step towards achieving your financial goals.

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