Your Goals. Our Strategies.
Discover an array of services for all your financial needs.
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Our Services
Tax and Retirement Planning
Tax and retirement planning are complex inherently linked activities. At DNA we work with our strategic partner to create strategies tailored to your needs and goals that help you optimize income and minimize your current and future tax liabilities.
Accounting & Bookkeeping
Our CPA lead accounting team provides online, remote, and virtual accounting, bookkeeping, payroll and CFO services at a fraction of the cost to help keep business owners focused on their passion and doing what they enjoy most…growing their business
Insurance Planning and Optimization
Putting a plan together is one matter. Protecting the plan is another. DNA associates can assist you in developing an insurance strategy that helps you identify and mitigate the risk in your financial plan.
Financial Literacy and Wellness Coaching
DNA is committed to transforming local communities, one individual, one family, one small business at a time by promoting financial literacy to achieve financial security. We create strategies that are tailored to your needs and goals. Check out our calendar of events to join one of our webinars, podcasts, or other events
Business Commercial Insurance
We believe it is essential to protect your business and employees from seen and unseen events.
Life | Property & Casualty Insurance
No matter where you are in life, we believe protecting yourself, your family, your assets, and your nest egg is essential to ensuring that you and your loved ones are not burdened in the event of the unexpected.
Our Specialty
At DNA we specialize in educating and coaching our clients on a wide array of financial topics, products, and services. Our aim is to teach our clients to become FINANCIALLY secure, responsibly INSURED and TAX wise (FIT), regardless of current income or social status.
Our Process
No two people are the same, and our advisors know this better than most. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind…your ideal future.
With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.
Our Philosophy
We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future.
Come rain or shine – together, we’ll encourage your investments to grow for years to come.
Our first priority and total commitment as a part of your team is helping you take care of yourself and your family. But only you can define what your financial security looks like. Our team and partners will…
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore…
At DNA Financial, we believe a good financial plan is critical to your overall financial well-being no matter your stage of life. Understanding and establishing…
We are Darryl and Alicia Pryor, your insurance and financial well-being strategists. Our goal is to remove the complexity of financial planning by employing our coaching and mentorship…Helpful Content
The IRS Loves Businesses
The IRS loves to audit small businesses. A tax audit is a stressful time for a small business owner, adding fear to the already exhausting list of entrepreneurial challenges. Watch the video for a few tips to help you avoid or navigate an IRS audit.
Tax Laws Can Be Complex
Tax laws can be complex. Will they or won’t they pass new legislation? Are there new reductions? Are there new taxes? . These are key question on every business owner’s mind. Let us help you by demystifying these questions.
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