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Dana Financial

Our Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

At Dana Financial, we provide assisstance in the following areas:

Accounts

  • Brokerage Accounts

  • IRA Accounts:

  • Traditional IRA

  • Rollover IRA

  • Simple IRA

  • Roth IRA

  • SEP IRA

  • Business Accounts

  • Retirement Accounts:

  • 401(k) Plans

  • 403(b) Plans

  • 457 Plans

  • Profit Sharing Plans

Money Purchase Plans

  • Pension Plans

  • Trust Accounts

  • Educational Accounts:

  • Coverdell Educational Savings

  • 529 Plans

  • Separately managed Custodial accounts

Investments

  • Stocks

  • Bonds:

  • Corporate

  • Municipal

  • Treasury

  • Foreign

  • Mutual Funds

  • Annuities

  • Variable Annuities

  • Fixed Annuities

  • REITs

  • Partnerships

  • COs

  • Money Market Funds

  • Managed Futures

  • Hedge Funds

  • Alternative Investments

  • Money Market Funds

Financial Planning

  • Comprehensive or Partial Plans

  • Lifetime Planning

  • Retirement Planning

  • College Planning

Estate Planning

  • Gift Planning

  • Individual Tax Planning*

  • Wealth Accumulation Planning

  • Business Start-up Planning

  • Business Tax Planning*

  • Business Succession Planning

Insurance

  • Disability Insurance

  • Life Insurance

  • Long Term Care Insurance

  • Estate Preservation Insurance

  • Life Insurance Trusts

  • Business Succession Insurance

  • Term insurance

  • Joint insurance

*To learn more about us or our sister companies please visit: www.Danatax.com and www.Lighthouselends.com

Click Here to schedule your complimentary consultation

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