(248) 914-8146

Retirement Planning

Let us Help you Plan for Your Retirement Today!

Dallo Financial understands the importance of retirement planning. It is an essential component of financial planning. Retirement accounts offer several tax advantages. By using the tax code to your advantage, there are some strategies that Dallo Financial uses to allow you to invest and re-invest while seeking to lower your tax burden. Many people feel hopeless when it comes to retirement planning. Dallo Financial tries to educate you on the tools available and the strategy being implemented so that you can be confident that a proper plan is in place.

In order to get started with a retirement plan, please contact us today!

Employer Retirement Plans

Choosing the right employer retirement plan is difficult. We can help you determine which plan is best for you and your business. We also try to find the best available option that suits your company’s requirements. Further, we provide an added value to your plan. Sometimes, employees feel discouraged when thinking about investing. Many times, they do not have a good understanding of how a retirement plan works and what investment options are available to them. Dallo Financial does not consult with you regarding your employer retirement plan and leave you hanging. We routinely educate employees to help them feel more comfortable about the process and their investment options at no extra cost. The added value of these routine educational services is significant.

Estate Planning

Estate planning is an important part of a comprehensive financial plan. While you may feel overwhelmed thinking about estate planning, the process can be simplified for you to make informed decisions.

Dallo Financial recommends a comprehensive estate plan so that you can have confidence in the planning of your estate.

Estate planning can be explained with three questions:

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Who will take care of my children?

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Who will take care of me?

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Who will take care of my finances?

By having a good estate plan in place, you can provide many benefits including:

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Asset protection

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Guardianship of children

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"Self” protection

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Reduced probate costs

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Creditor protection

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Estate tax protection

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Reduced attorney fees

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Predator protection

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And More

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.