Dali's Financial Services

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Dali's Financial Services

Dali's Financial ServicesDali's Financial ServicesDali's Financial Services

Signed in as:

filler@godaddy.com

  • Home
  • About Me
  • Financial Education
  • Services
  • Daliborkin Kutak
  • Events
  • Testimonials
  • Our Staff
  • Contact Us

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IS YOUR FAMILY PROPERLY PROTECTED?

are you SAVING FOr RETIREMENT OR need to ROLL OVER 401K, 403B OR IRA?

DO YOU HAVE DISABILITY/LONG TERM CARE?

do you NEED TO ENROLL INTO HEALTH INSURANCE - MEDICAL, VISION AND DENTAL?

ARE YOU IN NEED OF ESTATE PLANNING (WILLS, TRUST)?

ARE YOU & YOUR CHILD PLANNING for college?

DO YOU NEED TO ENROLL INTO MEDICARE?

OUR SERVICES INCLUDE...

PERSONAL FINANCE STRATEGY

PERSONAL FINANCE STRATEGY

PERSONAL FINANCE STRATEGY

Let's complete a financial review and make sure you have the right protection in place! We provide several solutions to help you build a solid financial foundation. 


SCHEDULE A REVIEW

RETIREMENT

PERSONAL FINANCE STRATEGY

PERSONAL FINANCE STRATEGY

Do you have a 401(k) that is still with an old employer, or you have questions about 403(b)s, 457 plans, IRAs, Pensions and Annuities? Contact us via link below.


EMAIL US

DEBT MANAGEMENT

PERSONAL FINANCE STRATEGY

DEBT MANAGEMENT

Are you overwhelmed with bills and your debt is preventing you from saving & investing your money?  Learn more about our debt program. Scroll down to read more under downloadable material or click on link to send email. 

email us

WILL/TRUST

MEDICARE ENROLLMENT

DEBT MANAGEMENT

 Do you have a will or trust in place?Contact me to schedule a free consultation or click below to receive a free will template.

get free will

MEDICARE ENROLLMENT

MEDICARE ENROLLMENT

MEDICARE ENROLLMENT

Are you approaching 65 years old and need help enrolling into Medicare?




Find out more

TRAVEL INSURANCE

MEDICARE ENROLLMENT

MEDICARE ENROLLMENT

Are you travelling abroad and need insurance while you are out of the country? Or do you have a family or friend visiting the US? 


Get a Quote

DENTAL & VISION INSURANCE

DENTAL & VISION INSURANCE

DENTAL & VISION INSURANCE

Are you in the market for dental insurance? Click on link below to get a quote. 

Get a Quote

HEALTH INSURANCE

DENTAL & VISION INSURANCE

DENTAL & VISION INSURANCE

Are you in the market for health insurance? Click on link below to get a quote. 

Get a Quote

10 ways a child can benefit from life insurance

Download PDF

Download ANY OF THE MATERIAL TO GET MORE INFORMATION!

10 Ways a Child can benefit from Life Insurance (pdf)

Download

National Financial Literacy Campaign (jpg)

Download

DaliJ_LET'S CONNECT (pdf)

Download

Debtmerica_Client_Handout (pdf)

Download

Everest_Package_Overview_Flyer_US (pdf)

Download

Everest_Package_Trifold_US_Spanish (pdf)

Download

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