Services Offered

Retirement Planning

When and how do you want to retire?  Some thoughts to consider about retiring: ¦it's never too soon to plan for it and you can never have too much money for retirement.  At Daprile Financial, we want to work with you every step of the way.  When planning for retirement, we look at all aspects of your life, not just income and expenses.  We build relationships to get to know your priorities and goals and help you plan how you envision your retirement. We will continue to collaborate with you because life is always changing so we will be there to help navigate the financial changes.

We offer solutions such as:

  • Individual IRA accounts
  • Individual 401(k) account options
  • Individual Roth IRA accounts

Corporate Retirement Plans

Pension programs are declining so corporate retirement plans are becoming a great option for employers and employees.  We work with your organization to develop the plan for you and your employees.  We provide ongoing employee education to help ensure their understanding of the plan.

We offer such plans such as:

  • 401(k)
  • TPA partnership
  • Profit Sharing Programs

Education Planning

  • 529 College Savings Plans
    • Contribution limits
    • Qualified expenses
    • Compliant information (i.e. financial aid information)
  • UTMA accounts