Worth Asset Management

Worth Asset Management is a Dallas financial planning and wealth management firm, and its advisor Joe Dowdall works mainly with pre-retirees and retirees. The practice focuses on retirement planning and tax strategy, covering Social Security timing, pensions, required minimum distributions, Roth conversions and how these pieces fit together. Joe is a fee-only fiduciary who does not earn commissions on the products he recommends, and he is a Certified Financial Planner and Tax Planning Certified Professional.

The first meeting is a free conversation rather than a sales pitch, and Joe explains the pros, cons and trade-offs of each option before any decision is made. Clients can reach the office at 17855 Dallas Parkway in Dallas, and the firm also serves clients in nearby Plano, Frisco, McKinney, Allen and Little Elm.