Daly Advisory Group is an independent financial advising firm specializing in two key areas; college and retirement planning. No matter your current financial situation the two biggest hurdles to overcome in your life will be the cost of college for your children and structuring an effective retirement plan so you don’t outlive your money. We believe that every person’s situation is unique with its own set of challenges. By taking a holistic consultative approach our first goal is to understand your entire situation, particularly what your goals for the future are. Once we have a 360 degree view, we then can talk about some of the solutions we can offer. The following is a list of some of the solutions;
No matter if you utilize your own tax professional and attorney or you utilize the professionals within the Daly Advisory Group network, we will work together to implement an effective strategy. Feel free to contact us at any time to discuss your situation.