Our Services

    • Create and Prioritize Goals

    • Debt Management

    • Mortgage Review

    • Employer Benefit Review

    • Medical Insurance / Health Savings Account / Flexible Spending Account

    • Home & Auto Insurance / Umbrella Policy Review

    • Life Insurance

    • Long Term Disability Insurance

    • Long Term Care Insurance

    • 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

    Read more here.

    • 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

    • Pension Options Analysis

    • Social Security Analysis

    • Medicare Options

    • Retirement Cash Flow Planning

    • Retirement Income Strategies

    • Required Minimum Distribution (RMD) Planning

    • 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.

Back to top

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.

Back to top

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.

Back to top