About My Practice
With more than 15 years of proven experience, an extreme commitmnent to putting our clients interest first and a strong emphasis on simple and proven strategies over complex and risky ones, we can help you avoid the most common planning mistakes and maximize your chances of reaching your financial goals.
We were not surprised by the recent market drop and the economic turmoil. We have been telling our clients and prospects to get out of the Equity (stock) markets since January 2008. We did not know when it would happen exactly but we could tell that it was going to happen, that it would hit hard and last a long time. We could do this because we do not have to sell any products and we do not have to keep our clients money invested to justify our fees. Our Hourly-fee model is the only one that eliminates all potential conflicts of interest between our firm and our clients.
We want to help you make the decisions that are right for you. Contact us to set up a complimentary (free) consultation; let us tell you if and what we can do to help you make the necessary adjustments that could increase your chances of reaching your financial goals. We will quote you a minimum and a maximum fee for our services and promise to never go over the maximum. It will also be an opportunity for you to meet us and see if we are the kind of financial advisors you want to work with.
I am the Principal/Founder of Dagel Financial, Inc. The comprehensive training I have received in all aspects of Financial Planning, along with a Master of Business Administration and a Master of Laws from the University of Miami give me a solid foundation from which to serve my clients. I have also worked as an Income Tax preparer and taught Income Tax preparation classes. I currently teach Series 6, 7, 63, 65, 66 Securities and 2-15 Life/Health/Variable Annuity licensing classes.
I am extremely committed to providing objective advice to my clients, which is why I have selected the fee only service model that requires that I offer no additional products or services and accepts no commissions or third-party compensation - just an hourly fee. Dagel Financial gets paid only for the assistance and advice we provide. Our guidance is straightforward, objective and free from any potential conflicts of interest regarding compensation.
As a Certified Financial Planner® professional, I have passed rigorous education, examination and experience requirements. I maintain an ongoing continuing education program and swear to the FPA and CFP Board of Standard's Codes of Ethics.
Before establishing Dagel Financial, I served my Miami-area clientele as a financial advisor for American Express Financial Advisors Inc, First Union Securities Inc and SunTrust Securities Inc.
Registrations, Licenses, Certifications & Affiliations
Life insurance: FL, Fixed annuities: FL, Variable annuities: FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Master of Laws (LLM)
Considerations: Dagel Financial, Inc provides financial advice for an hourly fee only, we do not sell products and do not manage assets.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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