120 Waterfront St
Discover an array of services for all your financial needs.
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 tax liabilities.
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. Check out our calendar of events to join one of our webinars, podcasts, or other events.
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.
We create strategies that are tailored to your needs and goals.
We believe it is essential to protect your business and employees from seen and unseen events.
Protect your nest egg and ensure that you don’t have to burden yourself in the event you need the money to cover the unexpected.
Small Business Owner? Ask About Our Supplemental Benefits Plans Featuring:
Tax-Free Retirement, Lifetime Benefits, Living Benefits, Plan Administration & Key Man / Executive Plans
Family Protection Important?: Ask About Our Life Insurance Solutions
Term/Permanent Family Protection, Wealth Transfer & Leaving a Legacy, Tax Shelter & Cash Value Plans & Living Benefits (benefits while alive)
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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.
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.
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...
Curated articles, videos, and more, for a financially savvier you.