Dafanie Financial represents Colonial Life. We specialize in Voluntary benefits, like accident, disability, dental, critical illness, and cancer insurance. Voluntary benefits are offered by employers but are paid for, in whole or in part, by workers through payroll deductions. Voluntary Benefits pay tax-free money directly to an employee upon the occurrence of a covered injury or illness. Most employees use the funds to cover their deductibles, coinsurance, and medical expenses not covered by their standard insurance policies. In addition, an employee may use funds to pay for utilities, groceries, house payments, and lunch for the kids. Call us today for a consultation!
Take control of your personal finances by understanding your spending habits in order to create a budget. We design and outline customized financial plans to lead meeting your financial goals for both short and long term. We design debt payment strategies (yes, it is possible, and by different approaches). Build savings, create a solid and strong financial foundation.
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Every individual has a unique financial situation, and your wealth management strategy should be driven by you and your family's financial needs and goals. No one financial strategy fits all. That's why at Liberty Wealth Advisors, we create comprehensive, personalized financial plans to help guide you toward your desired destination. Your financial life is complex, and we take pride in coordinating and simplifying the many aspects of developing, managing, and executing your plan. We serve as the central hub to our clients' entire financial lives, coordinating with external professionals, like lawyers and CPAs, as well as with external advisors, to make sure all aspects of your financial situation are correctly aligned and all working towards achieving the goals that matter most to you and your loved ones. We believe in operating with honesty, transparency, and integrity, and take pride in adhering to the fiduciary standard.
Wealth Management Retirement, Investments, Trusts, Mortgages, Private Banking, 529, etc.
