Broker Check

To develop programs that lead investors on the path to reach their unique financial objectives, Dayler Financial offers comprehensive, holistic financial services for individuals and businesses.

Dave teaches, "Prescription without examination is malpractice.

Customized Personal Planning

  • Mutual Funds
  • Unit Investment Trusts
  • Life, Health and Disability Insurance
  • Annuities
  • Long Term Care
  • College Planning
  • IRAs
  • Roth IRAs
  • Debt Management Programs
  • Mortgages
  • Retirement Income Planning
  • Estate Planning
  • Charitable Foundation Planning
  • Tax Planning

Business Planning & Services

  • 401(k) Plans
  • 401(k) Safe Harbor Plans
  • Profit Sharing Plans
  • SIMPLE Plans
  • SEP IRAs
  • Defined Benefit Pension Plans
  • 162 Plans (Executive Bonus Carve Out)
  • Buy-Sell Agreements
  • Key Employee Insurance
  • Business Succession Planning

Neither Fortune Financial Services, nor its registered representatives or employees, offer tax or legal advice.