OUR SERVICES
Dass Advisory Group (DAG) LLC provides business strategies, solutions, and consulting services with unparalleled quality, service and compassion. Our value-added service, experience, open communications and “can do” spirit equips us to build on the strong foundation we have established and allows us to deliver exemplary services to all of our business partners.
Investment planning
We will work with you to develop a customized investment strategy based on your financial goals, risk tolerance, and other important factors to help you achieve your long-term financial objectives.
Retirement planning
Our team of experts will help you assess your current financial situation, estimate your retirement expenses, and create a comprehensive savings plan to help you achieve your retirement goals.
Tax planning
We will help you reduce your tax liability and maximize your savings by analyzing your financial situation, identifying potential tax-saving opportunities, and developing a personalized tax planning strategy.
Estate planning
Protect your assets during your lifetime and ensuring they’re distributed in accordance with your wishes. Our financial planners can help you create a comprehensive estate plan that reflects your values and goals.
Insurance planning
Our financial planners can assess your insurance needs and help you select the right types and amounts of insurance coverage to mitigate potential risks. We can help you with all types of insurances.
Debt management
Our financial planners will work with you to develop a customized plan to pay off your debts and manage your finances effectively, helping you achieve financial stability and independence.
Testimonials
At our company, we take pride in the positive feedback we receive from our clients. We invite you to read what our satisfied clients have to say about their experiences working with us.
I was overwhelmed with the complexities of managing my finances and planning for retirement until I met the team at this financial planning company. They patiently walked me through my options and helped me make a plan that I feel confident about. I highly recommend their services!
Thanks to the financial planners at this company, I was able to increase my investments and save for my children’s education. They are always available to answer my questions and provide valuable insights that have helped me achieve my financial goals. Highly recommended for anyone!
Meet Our Team
Meet our team of experienced financial planners who are dedicated to helping you achieve your financial goals.
David Smith
Founder & CEO
Stephen Lewis
Financial Expert
Kevin Harris
Financial Expert
Linda Johnson
Financial Expert
LET’S GET IN TOUCH!
Thank you for visiting our website. If you have any questions or would like to learn more about our financial planning services, our team is here to help. Please don’t hesitate to reach out to us through the contact information provided. We look forward to hearing from you and helping you achieve your financial goals.
OUR ADDRESS
P.O. Box 396, Garrisonville, VA 22463
CALL US
+1 (540) 455 – 4582
EMAIL US
info@dassadvisorygroup.com