Dagel Financial, Inc. is a financial planning and Registered Investment Advisory firm headquartered in Miami, Florida. The firm specializes in providing Fee-Only Hourly Financial Planning, Divorce Planning and Employee Benefits Education services to individuals and businesses.
Dagel Financial’s "Fee Only" service model requires that we offer no additional products or services and accepts no commissions or third-party compensation – just an hourly fee. We are paid only for the assistance and advice we provide. Because we do not sell products or manage assets, our guidance is straightforward, objective and free from any potential conflicts of interest regarding compensation.
We base our consultation on the patient, careful attention we pay to our clients’ needs and goals. The idea is not for us to impose what we think is best. Clients have different ways of looking at things. Our advice is the conclusion of an active listening process; we probe and ask questions, we make sure our clients are aware of the issues and implications and how they affect their financial situation. We make sure there’s more than one solution for them to choose from.
Dagel Financial, Inc is a member of the Garrett Planning Network, Inc. (GPN) a network of professional, Fee-Only financial advisors. GPN members are dedicated to providing competent, unbiased financial advice, on an hourly as needed basis. To learn more about GPN and how you can benefit from working with a GPN member, go to Garrett Planning Network.
We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.
Today is always the best time to get started. 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
