Our Services

At Dasher & Padgett Financial Advisors, Inc., we provide the following products and services.  Please contact us for further information regarding any of the products or services listed.

 Planning*
 Investment Planning
 Estate Planning
 Retirement Planning
 Investment Diversification
 Education Funding: 529 Plans, UTMA/UGMA`s, etc.
 Pension/Qualified Plan Strategies

 Investments*
 Stocks
 Bonds
 Mutual Funds
 Variable Annuities
 Direct Participation Programs
 Real Estate Investment Trusts

*Securities Offered Through INVEST Financial Corporation. Member FINRA/SIPC.  INVEST Financial Corporation is not affiliated with Dasher & Padgett Financial Advisors, Inc.

 Insurance
 Life
 Disability
 Long Term Care
 Health Savings Accounts

 

 Investment Management

 IRA Rollovers or Transfers

 Tax Reduction Strategies

 Small Business Retirement Plan Strategies

 Charitable Donation Strategies