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

I founded DP Financial in Colorado Springs, as a full service 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.

FINANCIAL CHECK-UP – FLAT FEE $499

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.

COMPREHENSIVE FINANCIAL PLAN

I can provide you with professional management of your investment portfolio as well as ongoing financial support. If you're looking for a long-term financial planner and consultant, then I recommend going this route.

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

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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

Financial Video – Three Bucket Approach

Financial Advisor Dale Payne discussing his 3 Bucket approach to saving money and planning for retirement. He’ll briefly go into detail about Pension Funds, Variable Annuities and how to get the most out of your money. This financial video will help guide you through how to apply the different money markets as well as choosing […]

Financial Advising in Colorado Springs – Video

Financial Advisor Dale Payne discussing his 3 Bucket approach to saving money and planning for retirement. He’ll briefly go into detail about Pension Funds, Variable Annuities and how to get the most out of your money. This financial video will help guide you through how to apply the different money markets as well as choosing […]

Financial Advice in Colorado Springs – Video

Financial Advisor Dale Payne discussing his 3 Bucket approach to saving money and planning for retirement. He’ll briefly go into detail about Pension Funds, Variable Annuities and how to get the most out of your money. This financial video will help guide you through how to apply the different money markets as well as choosing […]

Rescue Your Existing Variable Annuity – Build Wealth

Rescue your existing Variable Annuity. Build Wealth with a new tax advantaged account. “The old annuities lacked transparency,” says one veteran financial advisor. “Hefty internal fees never got disclosed. I never recommended a VA to any of my clients until Monument Advisor showed up.” The increased consumer value from a flat fee and the ease […]

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