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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

We wish you all the best in the year ahead!

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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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'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

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Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.
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Take the guesswork out of your IEP or SEP with this helpful article.
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<p>The Rule of 72</p>

The Rule of 72

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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.