THE FREEDOM TO SOAR
HELPING CLIENTS PREPARE FOR A BETTER FINANCIAL OUTCOME

SERVING THE GREATER LITTLETON, CO AREA

DALE WOLBERG, IAR, RICP®, NSSA®

President and Owner

Logo
Dale Wolberg Redhawk Wealth Advisors
  • dale@focusedfinancialsolutions.com

  • 303-346-2285

  • 5984 S. Prince St., Suite 202, Littleton, CO 80120

.

Let me help you develop a personal plan that will secure your financial future. As a financial professional I see the lifelong impact of retirement planning—or lack of planning—every day.


Since earning my MBA in Finance from the University of Notre Dame I have gained over 25 years of experience in the financial services industry, working with some of the largest financial institutions in the world. I am an Investment Advisor Representative, Retirement Income Certified Planner®, certified National Social Security Advisor®, and a proud recipient of Redhawk Wealth Advisors Fiduciary Shield.

.

I have taught numerous comprehensive educational retirement planning classes throughout the Denver area for over a decade. Through extensive training and experience I have learned the specifics of federal benefits programs and can educate federal employees on how to make the most of their benefits—both while working and in retirement—helping to balance their exceptional government benefits with the rest of their sometimes-complex financial picture.


The risks retirees face today and into the future—economic and market uncertainty, inflation, outliving income, changes in company and social safety nets, and rapidly escalating healthcare costs—mean that retirees need all the latest research, information and thinking to serve their individual needs.


I founded Focused Financial Solutions specifically to assist individuals, families and businesses take command of their financial future. My goal is straightforward—help clients make smart choices with their money and have confidence in their decisions through a comprehensive planning process. Contact me and I will put my professional knowledge, independent financial advice, and excellent service to work for you. If you are a sports enthusiast like I am, we can also talk about your favorite teams during a sunny day on the golf course.


Get more information on me and my firm at www.focusedfinancialsolutions.com

OUR SERVICES
Public Sector Investor

In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.

Financial Planning

Wealth Management Picture

We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.

Wealth Management

Public Sector Investor

We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.

Retirement Planning

Legacy Planning Picture

We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.

Legacy Planning

Tax Planning Picture

We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.

Tax Planning

Insurance Picture

We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.

Insurance

RISK NUMBER

Get your Risk Number!

To get a reward, investors must be willing to accept some risk. That is the fundamental trade-off of investing; risk is involved with almost any investment.  Watch a short video to learn how powerful knowing your Risk Number can be. It takes five minutes and will help you manage your risk throughout your life. 

FIDUCIARYSHIELD™
fiduciary-shield