Hourly as needed financial and divorce planning and advice

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 include:

• Ensure retirement income
• Get a fair and acceptable divorce settlement
• Reduce the burden of taxes
• Minimize the effects of inflation
• Create and preserve personal wealth
• Maximize wealth transfer
• Establish charitable legacies
• Reduce the risk of financially devastating events
• Foster peace of mind through proper planning today

To help you reach these important goals, our services include:

• Personal Financial Planning
• Retirement Planning Strategies
• Divorce Planning and Settlement Analysis
• Cash Flow Spending Plan
• College Funding Advice
• Stock Option Advice
• Lump Sum Distribution Advice
• Ongoing Asset Management Advice
• Life and Disability Insurance Needs Analysis
• Second Opinion on Investments or Current Financial Plan
• Financial Seminars for Military, Church and Civic Groups
• Income Tax Return Preparation
• Corporate Employee Financial Education — Seminars on 401(k)s, Employee Benefits, etc.

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?
 

Members of The Garrett Planning Network, Inc. are unique in that we offer our 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. Right-click on the file you wish to view and select Open in New Window. Or, select Print Target if you'd rather print out to read the article. 

• Ways to Find a Planner
  In Time magazine (November 2002), Jean Chatzky asks: Did your financial planner fail you? Here’s how to find a replacement. She calls Sheryl Garrett a leader in the trend toward compensating a financial planner on an hourly, as-needed basis and mentions The Garrett Planning Network as a resource for affordable advice.
• No Easy Answers to Retirement Planning Crisis
  Veteran financial writer Mary Rowland suggests that hiring an hourly, fee-only financial planner might be the best way to solve the retirement planning crisis in Bloomberg Wealth Manager, October 2002.
• Advice a' la Carte
  Read an informative article about the benefits of hourly, fee-only financial planning, as published in Bloomberg Personal Finance, December 2002.

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All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Certain text and Articles The Garrett planning network Inc., Sheryl Garrett, Principal. Other Text and articles Daniel G. Elie, CFP™.
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