Retirement Journey

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We seek to coordinate, organize and simplify the many components of your wealth management plan, providing the financial clarity, solutions and services that allow you to focus on what you care about most.

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Your Dedicated Advisor

DAE Capital Advisors is committed to helping clients make thoughtful financial decisions and helping them attain confidence in their financial future. We do this by providing a wide range of Financial Planning, Investment Advising, and Strategic Wealth Management services.

Meet The Team

The DAE Process

OUR PROCESS

The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, and Navigate.
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The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning.
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The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities: Yield, Protection, Balance, and Growth.
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The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring.
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**Do you have a coordinated Income Plan keeping you on course to your goals?**

An intentional income plan can help ensure your assets sufficiently meet your desired and required expenses today and over your lifetime. Contact us for a complimentary, no-strings-attached Income Plan.

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**Is your portfolio prepared for the transitions in your financial life?**

It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.

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Timely Market Insights

Access our monthly Market Review commentary which provides a simple, easy-to-understand assessment of the economy and financial markets.

Featured

Apr 10, 2024

Eye of the Beholder

Apr 10, 2024

Current market affairs offer a myriad of insights for Investors to consider. Economically, there's a prevailing sense of optimism and confidence permeating through various sectors of the market. This positive sentiment has translated into key trends, including surging stock prices, resilient real-estate valuations (despite higher mortgage rates), and stable interest rates on many fixed income securities.