fee-only advisor, independent financial advisor, investment advisor

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Retirement Planning Made Simple With
 Smart Financial Choices 
Set an Appointment Today
 Wealth, Investment, Risk, and Income Management 
Estate Transfer, & Transition Planning

 We Build a Fully Comprehensive Plan for Your Financial Future

With over 22 years of experience in insurance and financial planning, representing hundreds of companies and endless investment options, Dantas Financial brings unsurpassed professionalism to the table. By having a vast knowledge of the insurance and finance industry, we can provide the products and use the most up-to-date tools such as Riskalyze, Money Guide Pro, & RBC Circle Black, to find the right fit and design the correct plan for each client's needs.

There are thousands of financial planners who help you accumulate wealth for retirement, but only 7.5% of those advisors are certified to truly build a proper retirement income plan*. That is what sets us apart from the rest – as a Retirement Income Certified Professional, RICP®. and Chartered Advisor in Philanthropy, CAP® ...   we don't just help accumulate wealth, we focus on preparing for the distribution phase of life, and maintaining the success of the retirement Income plan throughout retirement while making continual adjustments with market and life changes. 
* Based on 2016 data from the U.S. Department of Labor Statistics and The American College of Financial Services. 

  • Investments & Wealth Management

    • Professionally Managed
    • Stocks, Bonds, Index, ETF, Mutual Funds
    • Tactical
    • Passive
    • Strategic
    • Emphasis on Net Returns
    • Ongoing Evaluation of Portfolio's Asset Allocation 
    • Sustainable Investments

  • Insurance

    • Life
    • Long Term Care
    • Medicare (Supplement/Advantage)
    • Part D (Rx plan)
    • Disability
    • Auto/Home

  • Income & Inheritance

    • Efficient Withdraw Plan
    • Spousal Continuation Planning
    • Legacy Planning
    • Social Security Claiming Strategies
    • Sustainable Retirement Income
    • Income Plan Max: Systematic, Bucket, or Flooring Income Methods
    • Mitigate 18 Risks of Retirement
    • Wealth Transition and Estate Transfer

  • Advanced Financial Planning


    • Cash Flow Analysis
    • Estate Planning
    • Charitable Giving
    • Risk Mitigation Planning

  • Financial Assessment

    We offer a second review of your current plan and identify the good, the risks, and the vulnerabilities of your current situation. As a non-commission advisor it is important to identify who you can trust and who wants to only manage your money. Our financial assessments will cover your cash flow situation, taxes, investments, and highlight on areas of opportunity in insurance and estate planning.

We are a fee-only advisor, independent financial advisor, and investment advisor. We also offer virtual meetings as a virtual  financial planner.

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