Broker Check
(719) 434-7476
Account Access

Welcome! Thank you for visiting our site. We are "officially" in our new office space and enjoying every minute. We have a few things still to add to the office, but you are welcome to stop by any time.....just give us a call before you do.

Please continue to enjoy the educational content we have by browsing through our website. 

Thanks!

- 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.

Learn More

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Learn More

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.

Learn More

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.

Learn More

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.

Schedule an Appointment
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.

Learn more

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>A Taxing Story: Capital Gains and Losses</p>

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
Learn More
<p>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More
<p>Investing with Your Heart</p>

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
Learn More

WHO WE ARE

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

David Lawyer

David Lawyer

President/Financial Advisor

(719) 963-3674

Sarah Cardwell

Sarah Cardwell

Office Manager/Executive Assistant

LET'S GET CONNECTED

Thank you!
Oops!

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.