Our Services
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Create and Prioritize Goals
Debt Management
Mortgage Review
Employer Benefit Review
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Medical Insurance / Health Savings Account / Flexible Spending Account
Home & Auto Insurance / Umbrella Policy Review
Life Insurance
Long Term Disability Insurance
Long Term Care Insurance
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Planning for Private Education and College Expenses
Employer Retirement Plan Allocation
Investment Account Allocation
Annuity Review
Rental Property Analysis
Employer Plan Contribution & Match
IRA/Roth IRA Contribution
Inheritance Management
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Review of Tax Return
Integrated Tax Planning & Projections with your CPA
Capital Gain & Capital Loss Harvesting
Roth Conversion Analysis
Charitable Giving, QCD’s, and Donor Advised Funds Analysis
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Pension Options Analysis
Social Security Analysis
Medicare Options
Retirement Cash Flow Planning
Retirement Income Strategies
Required Minimum Distribution (RMD) Planning
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Estate Planning Document Review
Beneficiary Review
Account Registration Review
Long Term Care Plan/End of Life Decisions
Family Meeting
Financial Planning
You shouldn’t have to be a financial expert to take great care of your loved ones: The Dala Group helps manage your wealth today so you know your family will be cared for tomorrow.
Our wealth management service is a combination of financial planning and investment management. Our process always begins with your story: We spend a significant amount of time understanding who you are, where you have been, where you want to go, and what keeps you up at night.
Together, we’ll move towards the future you want to create and, ultimately, the legacy you want to leave.
Investment Management
Strong companies make for strong investments, but savvy investors know there’s more to it than that.
In our preliminary consultations with individuals referred to our firm, a common request is the assessment of their existing investment portfolios. Frequently, we discover these portfolios contain companies experiencing sustained declines in revenue, profits, and operating cash flow, indicative of a lack of oversight for an extended period. We believe understanding and tracking the changes in a company’s balance sheet is imperative when selecting an investment. We invest by selecting companies and investments which we believe will continue to grow at a rate consistent with our client’s goals.
The Dala Group is committed to your financial success: We will monitor your portfolios carefully and intentionally, making changes when our original investment thesis is no longer intact and doing our best to get you the best possible outcome.
Your Values Matter
Every investment has an impact. Each time you purchase or sell shares of a company, you are sending a message. You have the right to remove companies that don’t match your values, or add companies that you want to support: Our portfolios are tailored to what is important to you.
Tax Efficiency
At The Dala Group, we want to help you make the most of your hard-earned money, including making smart moves when paying your taxes.
Some investors don’t realize they’re paying unnecessary taxes due to the investments within their accounts. Certain investment vehicles, such as mutual funds and alternative investments, can result in paying a higher tax bill, while adding no value to your account balance. In addition, there may be an opportunity for tax savings by utilizing charitable giving or tax-loss harvesting strategies within these accounts.
The only way to identify these opportunities is by reviewing your tax return annually. This is a central part of our planning process and is something most firms in our industry are currently not doing.