An critical part of your overall Financial Plan is Estate Planning.
Some questions to ask yourself....
1. Do I have a will? If so, when was the last time it was updated?
2. Do I have a Power of Attorney(POA)? Health Care POA? Durable/Financial POA?
3. Are my Beneficiaries up-to date on all my Life Insurance policies? Retirement Accounts? 401k's?
We work some local(Colorado Springs) Estate Planning Attorneys who can help you setup and maintain these important parts of your Financial Plan. Give us a call or send an email and we'd be happy to refer you to one of our local professionals!
Have a wonderful Spring!
The DALA Financial Team...
Saving for Retirement
This pre-retirement calculator is designed to help you assess how well you have prepared and what you can do to potentially improve your retirement outlook.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
What Is My Current Cash Flow?
A cash flow statement can help you evaluate your personal income and expenses and see if you are operating "in the red" or "in the black" each month.
What is My Risk Tolerance?
When investing, this risk propensity may be used to help assess your asset allocation. The following questionnaire may help determine your risk tolerance.
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We strive to help you grow financially in order to reach your financial goals, and coaching you every step of the way. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
Let's work together to create your ideal financial strategy.
What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put DALA Financial Services on the map.
We have only one focus: you. We'll work with you to provide personalized support every step of the way.
We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.
We provide wealth management services to working professionals who are focused on preparing for the future...
Office Manager/Executive Assistant
Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.