"Diversified Products & Services from Industry Leaders"
Annuities
401K, IRA Rollover
Annuities are financial products that guarantee a steady stream of retirement income.
Tax-deferred growth
Accumulation potential
Level of protection
Retirement income
Income after you retire – in some cases, income for life.
Retirement Planning
Planning for retirement is a way to help you maintain the same quality of life in the future. You might not want to work forever or be able to fully rely on Social Security.
When to start
Calculating how much money you’ll need
Setting priorities
Choosing investments.
Tax Free Investment
Investing is a powerful way to grow your savings over time. However, one of the downsides is that you generally have to pay taxes on your investment gains. And of course, the more you pay in taxes, the less of your returns you get to keep. But with the right strategy, it’s possible to minimize the amount of taxes you’ll pay on your investments. If you have questions about any of these tax-efficient investments work with Dazz Financials.
"What type of financial services is right for you ?"
Term Life Insurance
Term life insurance is typically the most affordable option to protect your family in the event that something happens to you. It’s a policy that covers you for a specific amount of time, or term
Term: 10, 20, 20, 35 Yr
Determine how much you need
Living Benefits
Replace lost income
Mortgage Protection
Permanent Life Insurance
Permanent insurance offers lifelong protection and an opportunity to build cash value over time.
Lifetime coverage
Tax-deferred cash value
Potential to borrow against cash value
Indexed Universal Life (IUL)
IUL policy with more flexibility to address concerns throughout your life
Leave a death benefit to loved ones
Build a financial resource – without market risk
Have access to funds for future needs – it’s supplementing retirement income, paying for college, or covering an unexpected expense or major purchase
We work with top companies to provide products that help meet our customers' diverse needs.
Wealth Management
Financial Needs Analysis (FNA)
D.I.M.E. + Analysis
Advisory Services
Investment Banking
Principal Investments
Real Estate Solutions
Retail Solutions
Wealth Management
Venture Capital
Whole Sale & Industrial Solutions
Will & Trust
Grow your estate planning practice by working with a national leader.
Comprehensive and Efficient estate planning process.
Qualified attorneys
Fixed-fee pricing
Nationwide access
Protect the legacy you worked hard to build
Payment Platform
Helps you supercharge your business with best-in-class payment processing options
Payment systems for every business
Payments on the go
Transform Your eCommerce Journey
Pricing programs to fit your business
API & Integrations
Accept payments globally