Begin with a conversation.

Tell us a little about your situation and we'll be in touch to schedule a complimentary discovery call. Everything you share is confidential.

Name *

Company / Profession

Email *

Phone

Primary Area of Interest

Areas you'd like to discuss

Investments Retirement Taxes Estate Insurance Business Cash Flow Education Funding

Stage

Building wealth Approaching retirement In retirement Selling a business Inheritance / liquidity event Just exploring

How did you find us?

What would you like to discuss?

contact@filipedusi.com

Hours

Monday – Friday
9:00 AM – 6:00 PM

Engagement

By appointment only

Discovery Call

Complimentary · 45 minutes
In person, video, or phone

All conversations are confidential. We respond to inquiries within one business day.

Independent financial consulting for clients who value clarity, discretion, and a long-term partnership over a sales pitch.

Practice

Services
About Filipe
Contact

Services

Wealth Strategy
Retirement
Tax Strategy
Estate Planning

Contact

contact@filipedusi.com
By appointment only
Mon–Fri · 9:00 AM – 6:00 PM

Filipe Dusi Financial Consulting provides general financial advisory services. Information on this site is for educational purposes and does not constitute personalized investment, tax, or legal advice. Past performance is not indicative of future results. All engagements are governed by a written agreement.