At Dagel Financial, Inc., we strive to offer comprehensive planning. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Dagel Financial can help you along the way.
Your financial objectives may be to:
•Ensure adequate retirement income
•Set up or review your portfolio's Asset Allocation
•Plan for your children's college education
•Get a fair and acceptable divorce settlement
•Reduce the burden of Income taxes
•Reduce the burden of Estate taxes
•Create and preserve personal wealth
•Determine your Life, Disability and Long Term Care Insurance Needs
•Understanding and maximizing your employee benefits
•Seeking a second opinion from an objective source
•Reduce the risk of financially devastating events
•Foster peace of mind through proper planning today
Dagel Financial is unique in that it offers its services on a Fee-Only hourly-as-needed basis. No commissions. No long-term contracts. No hidden or unnecessary fees. No account minimums. Just independent, objective advice. Our service model continues to generate much consumer and media interest.
We offer a complimentary consultation so we can discuss your needs and objectives, review your situation and quote you a maximum and minimum for our services; we guaranty not to go over the maximum. This is also an opportunity for you to meet us and see if we are the kind of planners you want to work with.
Remember, you don't have to have a fortune to start building one. Today is always the best day to get started! Why not get started today?
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Daniel Elie, President, Dagel Financial, Inc. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered through Dagel Financial, Inc., a registered investment advisory firm in the state of Florida. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than Florida. We are legally empowered to provide investment advisory services only to residents of Florida.
All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Text and articles Daniel Elie, CFP® practitioner.