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We hope all of you had a wonderful Holiday and were able to spend some time(either virtually or in person) with family and friends despite the uncertainty surrounding COVID.

We wish you all the best this coming year and if you haven't done so already, please make sure you schedule your financial review in the next few months.

As we transition to a new White House Administration in the months ahead, know that we are here to help in anyway we can!


Regards......


The DALA LLC Financial Team

Helping you Achieve Financial Success!

We are a family-run financial services company with a goal to take care of our clients and their families.

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.

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EXPERIENCE YOU CAN TRUST

EXPERIENCE YOU CAN TRUST

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.

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WE'RE WITH YOU 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.

<p>Insurance Needs Assessment: Married With Children</p>

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
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<p>The Pre-Retirement Checklist</p>

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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<p>Annuity Comparison</p>

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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WHO WE ARE

We provide wealth management services to working professionals who are focused on preparing for the future...

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Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

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.