Dak Financial Group

At DAK Financial Group, LLC, we are dedicated to helping our clients and their families succeed in planning their perfect retirement. With over 36 years of experience, we specialize in helping you get the most out of your money with safety, growth, and control. Our mission is to make planning your retirement a stress-free process, focusing on determining your goals, strategies, and what's best for you and your family.

Our team, led by Founder and President Dave Kutcher, includes experts certified in Long-Term Care Planning (CLTC) and experienced professionals who are committed to providing personalized service. We believe in building strong relationships with our clients, ensuring that their needs are met and their goals are achieved.

Services Offered

We offer a comprehensive range of services, including but not limited to:

• Comprehensive Retirement Planning
• Financial reviews
• 401k/403b rollovers
• IRA transfers
• Maximization of estate to heirs
• IRA and 401k account analysis
• Long-term care options
• Life insurance review

And more. Our goal is to provide you with the best possible options to secure your financial future.

What Our Clients Say

We have had the privilege of working with numerous clients who have shared their positive experiences with us. Here are a few testimonials:

• "DAK has been a lifesaver for my wife Linda and I. We were invited to one of DAK dinner workshops. After I heard Dave talk about how fast your money can disappear if invested wrong, we decided to meet with Dave." - Thomas
• "DAK Financial has answered all my questions in many ways and always ready to help as things may arise. Nice people to work with - kind and courteous." - Arthur
• "DAK has not only been generous with his time and wonderful at handling my insurance and planning needs, but he really gives back and is vested in the community. It's great to work with someone who makes you feel welcome, is professional and yet accessible." - Hillary

These testimonials speak to the level of service and expertise we provide to our clients.