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Monday 8am - 6pm Tuesday 8am - 6pm Wednesday 8am - 6pm Thursday 8am - 6pm Friday 8am - 6pm Saturday 9am - 12pm

Anna Dashkevich, CFP Wealth Strategies

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Anna Dashkevich, CFP Wealth Strategies

Navigate Wealth. Business. Life.

11/02/2026

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure it continues to reflect your goals and intentions for the future. Let’s review your options.

10/30/2026

What happens to your business if life suddenly throws you a curveball?

In this episode of Weekly Money Ideas, I’m talking about the 5 D’s that can derail a business: Death, Disability, Divorce, Disagreement, Disaster

The goal is not to expect the worst. It is to be prepared for the unexpected.

Ready to review your situation? Click the link below to schedule a complimentary discovery call. https://calendly.com/adashkevich/discovery-meeting?back=1&month=2026-10

10/29/2026

You insure your home, car, and even your phone. But what about your income? An illness or injury could keep you from working and put your finances at risk. Let’s review your protection strategy and help safeguard your paycheck.

“When the well runs dry, we know the worth of water.” – Benjamin Franklin Drawing a poignant parallel between the value of water when the well runs dry and the crucial importance of disability insurance when one is no longer able to earn an income. This piece captures the essence of foresight ...

10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

10/23/2026

Your business may be successful — but is your retirement too dependent on it?
Ready to review YOUR situation? Click the link below to schedule a complimentary discovery call. https://forms.cloud.microsoft/r/CMUyn1FM06

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/20/2026

As your life evolves, your insurance needs may change too. Learn how term-to-permanent conversions work and whether permanent life insurance or the use of an available conversion option may be appropriate for your situation.

https://bit.ly/4zMxZ3q

10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

10/16/2026

Wealth transfer is about more than inheritance. A business sale, retirement, divorce, widowhood, taxes, Social Security, and Roth decisions can all create major financial transitions.
In this episode, I introduce the next chapter of 52 Weekly Money Ideas — focused on how to prepare when wealth changes hands, changes form, or changes generations.
Ready to review YOUR situation? Click the link https://forms.cloud.microsoft/r/CMUyn1FM06

Address

3040 Post Oak Boulevard Suite 2000
Houston, TX
77056

Opening Hours

Monday	8am - 6pm
Tuesday	8am - 6pm
Wednesday	8am - 6pm
Thursday	8am - 6pm
Friday	8am - 6pm
Saturday	9am - 12pm

Website

https://www.duennawealthassociates.com/about-duenna-wealth, https://www.linkedin.com/in/annadashkevich/, https://www.ins

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