Dazz Financials

Dazz Financials

"Diversified Products & Services from Industry Leaders"

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

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