I hope you're all doing well and look forward to a summer of more opportunities for travel, events and get togethers as more and more of our population receives the COVID vaccination.
We are so very blessed to have many great people who became clients this past year. Sarah and I want to thank you for your referrals..... especially your friends and family members.
If you haven't scheduled a financial review in the past year, now is the time to do so as we want to make sure you are on track to meet all of your long term goals. Click on the "Schedule an Appointment" button to schedule a date/time to meet. We are currently meeting one on one with clients in person.
One of the best things DALA can do for you, is to create a written financial plan. If your goals are written down, and we track how you're doing, then your probability of success will be so much higher...
If you'd like to consider a written financial plan, then please feel free to reach out to us at 719-434-7476 or firstname.lastname@example.org
We wish you all the best in the year ahead!
The DALA LLC 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.
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.
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.
Social Security: The $64,000 Question
Questions to Ask About Medicare
The Rule of 72
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.