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Understanding Today's Financial Environment

Welcome. Thank you for visiting. This introduction will help you gain a better understanding of the financial strategies DLA Financial can provide for you with access to investments, retirement planning, college savings, estate considerations and insurance.

If you are looking for a personal financial counselor, you have come to the right place. If you have come looking for an investment manager to manage your company's retirement or pension plans, we can assist you with that too. DLA Financial's purpose is to create and preserve well-being for both individuals and businesses.

DLA Financial is a company you can talk to and know you have been heard. We take the time to listen to what and who you value most, discuss what you want to accomplish and determine where you stand now. We then design, implement and monitor a plan that seeks to accumulate, grow and preserve the resources to pursue your goals.

We have also provided you an opportunity to gather current quotes and news on individual stocks and other investments, and monitor your own personal portfolio. Again, feel free to explore and please don't hesitate to contact us with any questions or comments. Thanks for visiting.

Our Process

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

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

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

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Our Business

DLA Financial provides clients with financial strategies for retirement, estate considerations, college savings and insurance. Our premise is that the need for objective advice has never been greater and we have built a business around providing personalized and objective financial strategies. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (419) 491-0090.

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