Where do you want to go? We'll get there, together. 

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.

<strong>Retirement Planning</strong>

Retirement Planning

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.

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<strong>Investment Management</strong>

Investment Management

By leveraging a disciplined investment process, you receive transparency of information, seamless proactive service and the trust and accountability you need to pursue your financial objectives.
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<strong>Financial Planning</strong>

Financial Planning

We provide you with a wide variety of investment options that align with your goals. We always act in your best interests, which means your goals drive your investments – and not the other way around.
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Words of Wisdom

"Plans are worthless, but planning is indispensable."

- Dwight D. Eisenhower

<strong>Your Financial Partner</strong>

Your Financial Partner

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.

<strong>Your Goals Are Our Goals</strong>

Your Goals Are Our Goals

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.

<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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