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William K. Ludington, Managing Partner | Sean Dowling, Managing Partner | Cheri Mazza, Partner
 
From tax preparation to comprehensive financial planning your team of certified, experienced experts at The Dowling Group is here to help. 
 
Our proven process ensures that your goals, expectations and timelines are completely understood and serve as the foundation of a powerful plan:
  1. Learn About You
  2. Formulate Your Profile 
  3. Analyze Your Situation
  4. Discuss Your Options
  5. Execute the Strategy
  6. Surveil and Optimize