DALE WOLBERG, INVESTMENT ADVISOR REPRESENTATIVE, RICP®, NSSA®
President and Owner
dale@focusedfinancialsolutions.com
303-346-2285
5984 S. Prince St., Suite 202, Littleton, CO 80120
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Let me help you develop a personal plan in the pursuit of your future financial goals. 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.
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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 balancing their government benefits with the rest of their sometimes-complex financial picture — both while working and in retirement.
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 to 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 and independent financial advice 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
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
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
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARY PROMISE
