Welcome to Dana Financial
Since 1991 Dana B. Davidson, PFS and his team have been helping individuals and businesses to invest, grow, and preserve their wealth. We provide our clients with financial and investing advice, develop personalized financial plans, and offer an array of investing solutions to help clients smoothly and successfully manage financial events in their lives.
We offer investments and brokerage services through Momentum Independent Network Inc., one of the largest independently managed securities firms in the country. For accounts on our advisor platform such as the Partner Advisor account we are held to a fiduciary standard.
Our 360 degree perspective on finance allows us to bring our clients new perspectives and ideas. There are many aspects to managing your financial affairs. It includes knowing the type of account to open, knowing the types of investments available to you and balancing long-term risks, as well as evaluating specific investments to create a portfolio that works best for you. We guide you through the jargon and hype for long-term results.
We build a relationship with you and your family so we know your needs and preferences. We are not sales people, we are licensed financial advisors and planners helping you to make a better financial life. We work side-by-side with you to help you reach your financial goals. We are in this with you for the long run.
We are confident that we can help you lead an improved financial life, so phone us to see how we can help you develop a better financial future.
To learn more about us or our sister companies please visit: www.Danatax.com and www.Lighthouselends.com
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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.