"We are current clients of Dale’s and cannot stress enough how important it is to find the right ‘fit’ when it comes to a financial planner. Dale is an integral part of our planning for retirement, while also balancing what we need to do today to prepare for the future. He is a caring and considerate person who, just like us, greatly values the relationships one creates along the way.

Dale has gone above and beyond for our family and friends. He has also taught our children the value of a dollar and how to invest safely. We highly recommend Dale to all our family, friends, and you as well. You will not regret it."