Tom Dahl - Dahl Financial Group MABC Member Profile
https://www.dahlfs.com/
Our Mission Statement:
Our commitment is to listen and work with intention to provide independent solutions that simplify and enhance our clients’ lives.
Value Proposition:
We are passionate about providing a road map for our clients that encompasses sound ethical advice, thoughtful planning, and integrity in our recommendations you can trust. Together with our associates and professional specialists, we provide objective guidance by following our unique process by placing special emphasis on risk management. We take it exceptionally serious the responsibility and trust our clients have in us.
We also seek to earn the right to be referred to family, friends, and colleagues.
I’ve been a financial advisor since 1989 with clients throughout Dane and Sauk Counties including Madison, Middleton, McFarland, CrossPlains, Sauk City and Prairie du Sac. I became an independent financial advisor to assist families, corporate executives and business owners with their financial affairs.
I can provide you with the following services:
- Vanguard ETF's Managed Asset Plans
- Risk Assesment
- Financial Planning
- Tax-Advantaged Investing
- Insurance Needs
- College Savings
- Retirement Planning
- 401ks, SEP's and SIMPLE's
- Mutual Funds
- Annuities
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Dahl Financial Group and IFG are unaffiliated entities. For a list of states in which we are registered to do business, please visit www.Dahlfs.com Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites
