(248) 914-8146

Financial Planning

Dallo Financial is here to help with planning your financial future!

We offer financial plans that are tailored to your risk tolerance, investment objectives, and time horizon. Dallo Financial is able to offer a wide array of products and services so that we can better assist you. As financial advisors, we are held to the fiduciary standard, which means that we must act in your best interest. In order for us to give you a comprehensive financial plan, we need to review as many of your specific documents as possible.

Items needed for your comprehensive financial plan include:

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Your latest pay stub
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Your latest tax return
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Loan and credit card statements
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Your risk tolerance score which can be determined here

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Retirement plan statements
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Company benefit statements
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Life insurance policies
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All savings and investment account statements
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Education savings statements
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Financial aid and tuition amounts
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Mortgage documents
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Your current monthly budget – not including student loans
By analyzing the above listed documents, Dallo Financial may suggest actions that may allow you to be more efficient in focusing on the your investment objective.
This achieves two objectives. It offers you a tailored financial plan and also gives you an opportunity to refocus your resources to feel less stressed while implementing your financial plan. It is important to Dallo Financial that you are comfortable with the actions necessary to implement your financial plan.

Comprehensive financial planning is not a set it and forget it process.

Dallo Financial aids you in reassessing and adjusting your plan at least yearly. There are other circumstances that arise when reassessment is needed sooner. Typically, this occurs when a major life event occurs.

Life events include, but are not limited to:

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Starting your career
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Getting married
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Growing your family
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Saving for future education
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Changing jobs
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Relocating
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Layoff or buyout
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Going through a divorce
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Preparing for an empty nest
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When a loved one passes away
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Becoming a grandparent
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Getting ready to retire
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Caring for an aging loved one
Dallo Financial encourages you to contact us ASAP when one or more of the life events on the above list happens or is expected to happen in the near future. In this manner, your financial plan can be reassessed and adjusted to properly include the changes.

Links to Resources

Use these sources to educate yourself and determine where you need to be with your finances to meet your goals. You can also determine when you might reach your goals or if you need help reaching your goals.
Joe Dallo Financial Planner

Joe Dallo, AIF®, J.D. - LPL Financial Planner & LPL Investment Advisor Representative

Contact Us Today for Your Free Consultation!

Joe Dallo is a LPL Financial Planner & LPL Investment Advisor Representative at Dallo Financial. Mr. Dallo’s legal experience and knowledge in estate planning allow him to comprehensively understand your situation and provide tailored advice. As a financial advisor, he is held to a fiduciary standard, meaning that he acts in your best interests.

Education and Licenses:

  • Accredited Investment Fiduciary® (AIF®)
  • J.D., Juris Doctor, Thomas M. Cooley Law School
  • Series 7 Registered with LPL Financial
  • Series 66 Registered with LPL Financial
  • B.S., Bachelor of Science in Electrical Engineering, Lawrence Technological University
  • Life and Health Resident Producer – State of Michigan

Contact Us!

(248) 914-8146

Address

Dallo Financial / Financial Focus
31731 Northwestern Hwy,
Ste 261W
Farmington Hills, MI 48334

Location

Dallo Financial / Financial Focus

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Check the background of this investment professional on FINRA's Broker Check

Riskalyze disclaimer - IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance. Scenarios illustrated are hypothetical and not representative of any specific investment or investor. Individual results will vary. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, California, Florida, Illinois, Indiana, Michigan, Ohio, Texas, and Virginia.