December 7, 2018

Yup, it's a perfect storm for a Fixed Indexed Annuity. Better yet, if you have an IRA in a tax qualified account, talk to your financial advisor about this option to preserve your lifetime of retirement savings.

October 19, 2018

When it comes to retirement, there are many risk factors to consider. Be sure you are working with an advisor who knows about your situation and can help you through.

October 12, 2018

If you want to know what’s happening with your money, review a statement with your financial advisor, or at least put a call in to his or her office.  When my clients call for a visit, I am eager to discuss their accounts with them. In fact, I encourage the visits from...

October 5, 2018

So, you’re ready to retire and you’re not quite sure what you should be doing about your retirement. There are many moving parts that need to be sorted out. What are the discussion priorities and what timelines do I have? Those are all really good questions and every r...

September 28, 2018

Imagine, if you will, a program that offers market related returns without being in the market. The principle is guaranteed and the gains are locked in, like interest at the bank. There are several index options available for your choosing and the fixed interest rate o...

March 6, 2018

At DAK Financial, we try to set the compass in a straight line so our client stays on track. It’s important for the prospective client to understand that we are selling them safety, growth, and control of their hard earned monies.

February 23, 2017

However cliché this must sound, isn’t it really true? Our experiences drive and shape the way we process important information like retirement. Who can afford to make choices that result in monetary losses in the market and with commodity costs higher now more than eve...

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