In the end, it all boils down to service. We consistently strive to be the best. We believe it's just a simple process driven by staff, education, and communication.
Over 20 years ago, Kirk W. Dahring, QPFC, CRPS®, AIF®, CHSP and Angela S. Cusmano, CPFA, CRPC®, AIF® came together to collaborate for a client, bringing unique strengths and educational backgrounds to the table. That collaborative approach set the tone for our firm, establishing our belief that together, as a team, we can serve clients better than we can alone. At Dahring | Cusmano and Associates, our passion is to work hard and serve others benefiting corporate and individual clients all over the United States.
As an independent firm, our business is structured so that we can offer investment services that meet the needs of our clients without obligations to outside corporate interests. As trusted fiduciaries, we are committed to keeping your interests as our first priority. We value trust, transparency and integrity. Those values guide everything we do.
Our approach is natural: We listen to you and then create a plan that matches your vision. Because every client is different, every plan we create is different. We customize your financial plan to meet your personal needs and the needs of your business while considering your commitments to future generations.
Working in partnership with each of our clients, we invite you to comfortably share your concerns and questions with us. We care, and we work hard as a team every day to break down and clarify financial complexities so that you can make informed, educated decisions in creating private lifestyle plans and corporate retirement plans.
We want every moment you spend with us to be worth your time. We value your trust and work hard to ensure that all of your interactions with us are productive and supportive. When you call us, a live, knowledgeable person answers the phone to address your needs as quickly and efficiently as possible.
As your collaborative partners, we use technology to allow enhanced transparency and efficiency in our communication with you. This allows us to openly clarify your path forward as we move through your goals-based planning or employee retirement plans.