ABOUT

My name is Dale Payne and I am an independent Financial Advisor in Colorado Springs. I've worked in securities since 1986 and as a licensed insurance agent since 1990. Over my 28 years of experience, I've found that it takes both securities and insurance to make a plan work. My objective is to help you achieve your goal of financial freedom. I can help you with a complete Financial Plan, Insurance needs, Annuities and even How to Save Money at any income level.

Independence allows me to “partner up” with money management services for stocks, bonds, CD, ETF's, mutual funds, variable annuities, and insurance products. As an independent insurance agent, I also have the freedom and diversity of choice. I am not a captive agent of any carrier so I can offer special insurance options for Life Insurance or Long Term Care.

 

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WELCOME TO DP FINANCIAL

IMPROVING INVESTOR OUTCOMES

DP Financial was founded in Colorado Springs as a financial practice that helps folks manage their personal assets and investments. Insurance, annuities and taxes are just a few areas that I specialize in to help folks get the most of their money.

FREE FINANCIAL CHECK-UP

I will provide a written proposal on how you need to restructure your finances in order to achieve your financial goals. I will also provide you with financial support over the next 60 days.

 

FINANCIAL PLANNING

In today's market, it's so important to have a plan of action. My objective is to develop a financial plan that is both beneficial to you and in your best interest.

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INSURANCE

As an independent Insurance Agent, I have the freedom and diversity of choice. I offer several different insurance policies for Life Insurance or Long-term care.

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ANNUITIES

Immediate and deffered annuities are contracts with an insurance company. You give them a sum of money in exchange for certain promises and guarantees.

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HOW TO SAVE MONEY

"Putting money away for a rainy day" isn't just something your parents said to be cute. Applying 10% of your income into a savings account can instantly create a safety net.

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FINANCIAL TIPS

Complete Retirement Planning Workshop

September 26th | 6:00pm – 7:00pm | Cheyenne Mountain Library You and a guest are cordially invited to a free workshop entitled “Complete Retirement Planning, What You Don’t Know Could Hurt You!” presented by Dale Payne, CFP®, who has been assisting individuals and their families in the area for over 28 years! Learn from Dale […]

Divorce Planning Workshop

Join our FREE workshop and learn “How to void the 18 Common Mistakes in a Divorce” Discreet and confidential . Seating is limited When: Tuesday September 13th Time: 6:00pm – 7:00pm Where: Cheyenne Mountain Library – 1785 S 8th St – Colorado Springs, CO 80906

Retirement Planning Pt 2 Video

In this video, Dale Payne, Financial Advisor, will be going over retirement planning and giving you some ideas on what to think about for your retirement. There are five major disciplines when it comes to financial planning. 1. Financial Planner 2. Financial Advisor 3. CPA (tax planner) 4. Licensed Insurance Agent 5. Stock Broker. What […]

New Retirement Planning Pt 1 Video

In this video, Dale Payne, Financial Advisor, will be going over retirement planning and giving you some ideas on what to think about for your retirement. There are five major disciplines when it comes to financial planning. 1. Financial Planner 2. Financial Advisor 3. CPA (tax planner) 4. Licensed Insurance Agent 5. Stock Broker. What […]

CONTACT

Call today to get started on your financial goals tomorrow.





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DP Financial | 619 N Nevada Ave | Colorado Springs, CO | 719-633-0747 | info@dp-financial.com