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DALA Financial would like to thank all of those who attended the Ribbon Cutting and Open House on the 1st of September 2021.  A special thanks to Stephanie Garza from the Colorado Springs Chamber and Economic Development Center for arranging this great event and to Kevin Lonergan from TruWest for helping to host our guests and clients. Finally. thanks goes out to the Chamber Ambassadors who attended along with several of our great clients. 

Pic of Ribbon Cutting

Thanks again for your support! 

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.

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Should You Tap Retirement Savings to Fund College?

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

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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.

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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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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>9 Facts About Social Security</p>

9 Facts About Social Security

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Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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There are ways to improve your physical fitness without denting your fiscal fitness.
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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

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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.