Dover Financial Planning is an independent financial planning firm in Greater Austin specializing in retirement planning for educators, teachers, and middle-class working professionals. We create customized financial plan blueprints designed to help individuals, families, and retirees achieve long-term financial security and the lifestyle they envision.

We are Greater Austin’s only independent financial planning firm specializing in holistic retirement transition planning for public educators and their spouses. Our expertise includes TRS pension planning, Social Security planning, 401(k) and 403(b) rollovers, tax-efficient retirement income strategies, and investment preservation before and through retirement.

Educators face unique retirement decisions—balancing pensions, supplemental savings, and income timing. Our fiduciary planning process is built to provide clear, personalized guidance that helps teachers and school professionals confidently transition from their working years into retirement, with a focus on income stability, tax efficiency, and downside protection.

Our core mission is to help middle-class American households maximize wealth during their working careers and achieve a financially independent transition into and through retirement. As independent fiduciary financial advisors, we place our clients’ best interests first and believe in education, transparency, and long-term relationships—without pressure or jargon.

Whether you are within five years of retirement, newly retired, or long retired, Dover Financial Planning helps educators and families create clarity, confidence, and peace of mind in retirement.

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Dover Financial Planning

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Dover Financial Planning

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