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Dowling Legacy & Retirement

  • Income Planning
  • Insurance Solutions
  • Legacy Planning
  • Retirement Planning
  • Tax Strategy

A Guide to Getting Your House in Order

Do you ever wish you had an owner’s manual to help plan for retirement?

Click here to order Ron and Karens new book!
Toll Free Number: (844) 479-8771

Dowling Legacy & Retirement

Dowling Legacy & Retirement serves Mokena, IL and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Dowling Legacy & Retirement. Dowling Legacy & Retirement provides investors custom-tailored strategies to meet short and long-term needs. Our goal at Dowling Legacy & Retirement is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence. We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

Social Security Maximization

Retirement Planning

Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client’s...


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Income Planning

For even the most financially literate individual, planning for retirement can be a very challenging undertaking. The days of relying solely on your pension and Social Security benefit to satisfy your income needs during retirement are long gone...


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Legacy Planning

Proper legacy planning and preservation is a cornerstone of any successful retirement plan and helps ensure that your wishes will be respected and your loved ones taken care of. Legacy Planning is a multifaceted process that can be used for a variety of purposes: from helping to preserve...


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Home Office
19614 S LaGrange Rd
Mokena, IL 60448

 NAPW
Dowling Legacy & Retirement
Office: (708) 479-8771
Toll Free Number: (844) 479-8771
Fax: (708) 479-8468
info@dowlingretirement.com

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Services
  • Income Planning
  • Insurance Solutions
  • Legacy Planning
  • Retirement Planning
  • Social Security Maximization
  • Get Your Risk Score
  • Tax Strategy
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Dowling Legacy & Retirement and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Dowling Legacy & Retirement, Dowling Consulting Services, Inc are not affiliated with or endorsed by the Social Security Administration or any other government agency. Dowling Legacy & Retirement and Karen Prescia Dowling do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we can refer you to a few local attorneys to provide legal services as well as local CPA firms to provide tax services. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.