Logo of Dovetail Financial Services featuring a stylized arrow inside a rectangle, with the company name in bold letters.
A white, geometric, low-poly elephant facing a dark purple, geometric, low-poly bear, both on a purple background.
Text on a black background with purple borders and titles reads: 'Clarity & Confidence. No matter if you're an experienced investor or new to the field, we are dedicated to understanding you and your specific goals and aspirations. We will carefully inquire, listen, and strive to match investment choices with your risk tolerance and investment aims. Providing thoughtful financial advice means we will execute, evaluate, and modify our approach with you over time as your plan evolves or your objectives shift.'

CORE FINANCIAL SERVICES

Two professionals, a woman with glasses and a man in a suit, discussing on a tablet near a large window with a team of four people working at a table in the background.
Text on a black background emphasizing the importance of thoughtful financial guidance starting at home, including questions about values, lifestyle, and legacy, and how the help facilitates conversations and decisions for the future.
Motivational quote on a black background with white text: "Some of life's most unique moments can be the most beautiful. What are those special situations in your life? We're here to learn about you, your story, and what in your life calls for unique planning solutions. Do you have people, values, or organizations you want to support through thoughtful planning/giving? Often, the concern of, ‘what happens after I am gone,’ takes on new meaning for people with different situations. We are here to listen, learn, and support you along that journey."
Three people in a meeting, discussing documents on a table, with one person pointing at a paper and another holding a pen.
Black background with white rounded rectangle containing text about supporting business goals, managing risks, developing plans, and helping growth for future success.
A young man with short light brown hair holding two potted flowering plants inside a greenhouse, with various green and blooming plants in the background.
A list of personal financial services including life insurance, disability insurance, health insurance, long-term care, savings, retirement, college planning, and estate planning, with a purple arrow and border.
A dashed purple line with arrows at both ends indicating a curved path.
A menu of business-related insurance and benefits options listed in purple text on a white background, including 401(k), deferred compensation plans, employee benefits, buy-sell agreements, key-man insurance, executive bonus plan, and group insurance plans.
Diagram of a curved dashed line with a purple dot at the top-left end and a purple arrowhead at the bottom-right end.
Purple outline of an arrow pointing left, black background, with the word 'SPECIALTY' in large purple letters, and a list of services related to special needs planning in smaller purple text including special needs planning, able plans, giving planning, inheritance strategies, trusts and estate plans, and tax planning.
A purple dotted arrow shows a curved path from the bottom left to a purple circle in the top right.
Purple arrow pointing to the left with the text "Thoughtful Financial Guidance" inside a purple-bordered rectangle.