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.
- I'm a federal employeePlanning to retire, weighing a buyout, or unsure how FERS, TSP, FEHB and FEGLI fit together?
- I'm just getting startedFeel priced out of professional help, but want a real plan and someone to talk it through with?
- I'm near or in retirementWant to understand how your pension, Social Security, and withdrawals will be taxed each year?
- I have a 401(k) or TSPChanging jobs or retiring, and want to understand your options before you move anything?
- I own a businessWant help with bookkeeping, tax, cash flow and the milestones ahead?
- I want to understand money betterLooking for a workshop, seminar or webinar that makes money management make sense?
All Services
Strategic Tax Planning and Advisory Services
Year-round tax planning and advice, including how retirement income and Roth conversions affect your taxes.
Accounting and Bookkeeping
Clear, current books for your business or household, kept in step with your tax planning.
Insurance
Health, life, and property and casualty coverage, reviewed alongside your tax and financial plan.
Financial Literacy
Empowering individuals, families, and businesses, one individual, one family, and one small business at a time.
Federal Benefits Analysis & Education
Maximizing your federal career: help understanding your retirement, insurance and pension benefits.
Understanding 401(k) & TSP Options
A rollover is one option. How it compares with your other choices, and the tax considerations of each.
Business and Personal Financial Coaching
Cash flow, bookkeeping, tax, and accountability coaching for you, your family, and your business.