Dalmado Family Investments

10/08/2026

Join us for our next retirement seminar on Tuesday October 20th at 6:00pm. We help our clients holistically with their retirement goals(retirement accounts, taxes, social security, Medicare and real estate). Message me to sign up.

07/04/2026

06/17/2026

Busy summer so far helping my clients find a more stable situation for their retirement funds.
I had numerous private sector clients with a 401k or IRA. I also had Federal employees with a TSP account and some that just had money sitting in their bank. Regardless of where your retirement funds are parked let’s see if it’s the best option for your financial goals.

06/17/2026

Busy summer so far helping my clients find a more stable situation for their retirement funds.
I have had numerous private sector clients with a 401k or IRA. Some Federal employees with a TSP account and some that just had money sitting in their bank. Regardless of where your retirement funds are parked let’s see if it’s the best option for your financial goals.

03/18/2026

No Cost Social Security Informational Dinner at St. Ann W**e Bar.

03/12/2026

I recently helped my client move her 401k to a much better option. She can now reach her retirement goals that she didn’t know was possible.
If you have a 401k or any other retirement account let me take a look and see if I can improve your financial situation.

01/22/2026

Are you preparing for retirement? Are you about to retire? Are you already retired? I’ve been in the industry for over 20 years. I can help no matter your situation. Message me for a complimentary consultation.

12/25/2025

Merry Christmas from Dalmado Family Investments!