Dagel Financial, Inc.

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Useful Links/Affiliations
Dagel Financial, Inc. is a proud member of the following societies, and adheres to their standards of professional excellence and integrity:
	Certified Financial Planner Board of Standards: Commitment to Continued Education The Certified Financial Planner Board of Standards is a professional regulatory organization. It fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Daniel G. Elie is a CERTIFIED FINANCIAL PLANNER(TM) Practitioner.

	Financial Planning Association (FPA): Commitment to Professionalism Daniel G. Elie is member of the Financial Planning Association (FPA), a membership organization for the financial planning community. Members include individuals and companies who are committed to championing the financial planning process. FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP™ certificant.

	The Garrett Planning Network, Inc. (GPN): Commitment to helping people from all walks of life Daniel G. Elie is a GPN Member. The Garrett Planning Network, Inc. (GPN) is a nationwide network of professional, Fee-Only financial advisors. GPN members are dedicated to providing competent, unbiased financial advice to people from all walks of life, on an hourly as-needed basis. Only 1% of the nation's financial planning firms are structured this way. As staunch consumer advocates and Fee-Only client fiduciaries, GPN Members continue to demonstrate their commitment to serving the public's best interests by making competent, Fee-Only financial advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth requirements. GPN members believe, however, that professional, unbiased financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, GPN members offer the same quality, professional advice to all clients, not just the affluent.

Useful Forms:
Confidential Questionnaire When we meet for our Get Acquainted Meeting, we'll review the important information you provide via this Confidential Questionnaire. Please right click on this file and "Print Target".

Copyright Š2003-2004: Dagel Financial, Inc. All rights reserved.
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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