Our Live Confidently Club, is designed to give YOU a sense of control over your life & finances.
Engaging women & Communication:
One-on-One Consultations and support
Daily Account Access
WEEKly ON FRIDAYS
10-10:30 AM CT
virtual support & Education
it is free to join - Simply fill out the form and say hello.
June 24, 2021
4-4:45 PM CT
MORTGAGE SPECIALIST,Jaime Larkin
When should I refinance?
SEPTEMBER 9, 2021
2 PM CT
ESTATE ATTORNEY, AMANDA HESPEN, SCOTT + HESPEN LAW
ESTATE PLANNING - EXPAINED
ECONOMIC & MARKET
OUR IDEAL CLIENTS
It can be challenging to find the right advisor to meet our needs. Here at Daly & Associates, we work as a team. We provide new, innovative ways to help you make the best financial decisions. We thrive with clients who appreciate competitive fees, excellent client service, tailored education, and the peace of mind of having your investments match your risk tolerance. Our passion is helping you to find progress - which allows you to feel positive and achieve your goals.
Are you ready to live your life confidently?
Our clients come from a broad range of backgrounds, and they usually are:
- Financially free, retired, or close to retirement.
- Capital to invest (over $500,000) with us.
- They have put others first and are ready to prioritize their finances and value financial planning advice.
- Want to have fun, be kind and live your best life.
OUR ADVOCACY TRIBE
Our favorite clients come from referrals. It is a great way to keep our family growing and have the opportunity to help more people. Please introduce us to your friends, colleagues, or family members in one of the following ways:
- Invite a guest to attend one of our many events we hold throughout the year.
- Ask someone you care about if they value a free-of-charge, no-pressure financial progress review.
- Contribute three names to add to our email list.
We host an annual event exclusively for those who qualify. These Advocacy events are an excellent way for us to say, “thank you” and encourage others to join our elite advocacy tribe.