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Services

Tax and Retirement Planning

Tax and Retirement Planning

Tax and retirement planning are complex inheritantly linked activities. At DNA we work with our strategic partner to create strategies based on your needs and goals that are tailored to help you optimize income and minimize your tax liabilities.

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Financial Literacy

Financial Literacy

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.

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Insurance Planning and Optimization

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. 

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Financial Wellness Coaching

Financial Wellness Coaching

We create strategies that are tailored to your needs and goals.

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Complimentary Financial Analysis

Complimentary Financial Analysis

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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401K / TSP Rollovers

401K / TSP Rollovers

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Property & Casualty   Insurance

Property & Casualty   Insurance

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.  

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Commercial Insurance

Commercial Insurance

We believe it is essential to protect your business and employees from seen and unseen events. 

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Business Coaching 

Business Coaching 

Whether you are just starting out or have been in business for awhile we provide clarity to your vision of your buisness and how it fits with your personal goals. 

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected] | 703-765-2076