7230 Lee Deforest Drive,
Financial Planning in Human Terms
At DAY Financial Group, we strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.
Prepare for Tomorrow, Make the Most of Today
It’s never a bad time to speak with your financial professional about changes in your situation.
We work with you to create a personalized roadmap designed to guide you through life’s milestones.
Your Financial Partners
Our experienced team of professionals is here to offer you objective advice and ongoing support.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
It’s our job to understand the complexities of your situation and our financial plans are designed with your personalized goals in mind. We’ll continually evaluate your plan to make sure your financial plan is on track towards your goals and updated as your life changes.
"Plans are worthless, but planning is indispensable."
- Dwight D. Eisenhower
At DAY Financial Group, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource. We are an independent financial services firm serving clients in all stages of life, from young professionals to retirees. Wherever they are in life, we can help them create a roadmap that connects today’s reality with tomorrow’s opportunities.
For some investors, the value of working with an advisor provides financial confidence. For others, working with an advisor can add to net returns when following a framework for wealth management. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, retire, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.