OUR SERVICES

At DNA Financial & Associates we recognize, just as everyone’s DNA is unique, so, too, are their Goals, Passions, and Struggles (GPS). No matter where our clients are in life—family, young professional, business owner, seasoned professional, pre-retirement or retired—our planning process puts their GPS first. As holistic financial, insurance and tax strategists, we work with you to tailor pragmatic strategies that fit your overall financial well-being needs.
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Tax and Retirement Planning

Tax and retirement planning go hand in hand. At DNA Financial and Associates, we partner with trusted experts to tailor strategies that align with your goals and optimize your income while minimizing tax liabilities. By integrating tax-smart investments, withdrawal planning, and estate considerations, we help safeguard your wealth for a secure retirement. Let us guide you with proactive, personalized solutions—so you can keep more of what you’ve earned.

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Financial Literacy

Empowering Individuals, Families, and Businesses - We are dedicated to transforming communities—one individual, one family, and one small business at a time—by promoting financial literacy for true financial security. We demystify money management by combining expert knowledge of the latest tax laws, regulations, and proven financial planning solutions. As licensed Financial Fiduciary Educators, we regularly host virtual and in-person workshops, seminars, and webinars to empower our clients and community.

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Federal Benefits Analysis & Advisory

Maximizing Your Federal Career - Employees have access to comprehensive benefits—from retirement plans and insurance to pension programs. However, understanding and maximizing these benefits can be complex. DNA Financial and Associates offers expert guidance to help you and your spouse navigate these options, ensuring each choice supports your overall financial and retirement goals. Let us simplify the complexities of your federal benefits so you can focus on a secure and fulfilling future.

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401K/TSP Rollovers

A 401K is a private-sector retirement plan, while a TSP (Thrift Savings Plan) serves federal employees and uniformed services. Both let you save pre-tax dollars and grow your investments. A “rollover” moves funds from one retirement plan to another—like shifting a 401K to an IRA or a TSP to a new employer plan. Our team is here to guide you through the rules, risks, and benefits of rollovers—helping you avoid costly mistakes and ensure your hard-earned savings continue working for you.

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Business and Personal Financial Coaching

We offer customized 360-degree financial solutions in areas such as retirement planning, wealth management, college funding, accounting and bookkeeping, tax planning and resolution, and insurance consultation. By building a lasting relationship and understanding your specific goals, we can help you determine the best entity structure for your business, and prepare for major milestones like retirement and college expenses. Our mission is to alleviate financial concerns, guide you toward informed decisions, and position you for a prosperous future for yourself, your family, and your business.

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When you partner with DNA Financial and Associates, you gain the support of a dedicated advisory team that deeply understands your unique circumstances. By building a lasting relationship and clarifying your financial goals, we help alleviate concerns and offer strategies that place you on a path toward long-term success. We guide you toward critical decisions that can help ensure a profitable future for your business, your family, and yourself.