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.
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.
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 Wellness Coaching
We create strategies that are tailored to your needs and goals.
Complimentary Financial Analysis
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
401K / TSP Rollovers
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.