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. With my 28 years of experience, I've found that the people that succeed are the ones who planned for retirement. 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.
WELCOME TO DP FINANCIAL
GIVING YOU THE FINANCIAL TOOLS YOU NEED
DP Financial was founded in Colorado Springs as a financial planning practice that helps folks achieve their retirement goals.
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.
More InfoINSURANCE
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.
More InfoANNUITIES
Immediate and deffered annuities are contracts with an insurance company. You give them a sum of money in exchange for certain promises and guarantees.
More InfoHOW 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.
More InfoFREE FINANCIAL CHECK-UP
Call today for a free Retirement Planning tool kit and a free Social Security "HOW TO FILE" kit.
THIS WEEKS SHOW
4/8/2017 | Protecting Your Retirement and Boomerang Kids
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn’t have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
YOUR Retirement Income Toolkit provides you with information to help make sound decisions and build a retirement on a solid foundation that will stand the test of time.
DP Financial and Dale Payne are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.
ARCHIVE
4/1/2017 | Choosing a Financial Professional
3/25/2017 | How Taxes Affect Retirement
3/18/2017 | Creating Income for Life
3/11/2017 | Key Issues to Address Before Retirement
FINANCIAL TIPS
Tax Deferral – Monument Advisor
Tax Deferral – A Great Idea Made Better Most investors hate VA’s because they just don’t deliver low-cost tax deferral. Monument Advisor is 180 degrees from typical VA’s. Monument Advisor’s flat-fee of $20/mo doesn’t eat into the value of tax-deferral the way traditional M&E charges do. With Monument Advisor, you not only tax defer until […]
Variable Annuity – Monument Advisor
There’s a right way and a wrong way to accumulate money tax-deferred. Meet Monument Advisor. A Powerful idea whose time has come The idea behind Monument Advisor couldn’t be simpler. It’s an easy-to-grasp investment vehicle that delivers exceptional consumer value on a variety of key levels. Value #1 – Low Fees. Monument Advisor offers an […]
Financial Planning Video – Variable Annuities
Dale Payne is a Financial Adviser out of Colorado Springs. In this video, Dale will discuss the viabilities of using “Variable Annuities” in your retirement plan, and specifically the tax deferral aspect of them. Before you make an investment, request a prospectus. If you’re dealing with a financial advisor like Dale Payne, you should […]
Social Security – Don’t Start Early
Don’t start collecting early because Social Security has money problems Yes, Social Security has money problems. After benefit payments deplete the program’s Trust Fund, in about 2037, Social Security will only be able to pay about 78¢ on the dollar. The most prominent proposals to cut […]
CONTACT
Call today to get started on your financial goals tomorrow.
DP Financial | 619 N Nevada Ave | Colorado Springs, CO | 719-633-0747 | info@dp-financial.com