Dakota Chandler
Financial Advisor
I believe that families should be able to enjoy life today knowing that tomorrow is more secure. We do that by mapping your money to your values. It all starts with a conversation to determine what's most important to you and ends with a plan that enables you to work towards achieving your financial goals.
BACKGROUND:
Dakota has been in the insurance and financial services industry since 2016. His mission is to help people work toward financial freedom and independence by assisting them in wealth accumulation, risk mitigation, and debt reduction strategies. Dakota focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, going through divorce, or preparing for retirement. Dakota also provides comprehensive innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle. He has a strong focus on retirement planning, estate planning, and life insurance.
POPULAR SOLUTIONS:
- Income strategies
- Asset protection strategies
- Assist in creating a comprehensive risk management strategy
- Unexpected life event guidance
- Charitable giving
- Legacy planning
EDUCATION & CREDENTIALS
Dakota has a Bachelor of Science Degree in Financial Planning. He also has his FINRA Series 6, 7, 63, & 66 securities registrations as well as his Life & Health Insurance License.
INTERESTS:
Dakota and his family reside in Tifton, GA. Dakota is actively involved in his church as a production/media specialist. He is a member of the local YMCA and volunteers his time coaching the soccer program. Dakota’s hobbies and interests include playing soccer, fishing, music, and being a fitness coach.
2861962-042023