DAGEL Financial, Inc. / Financial Advisor in Miami, Florida

Daniel Elie, CFP, LLM, MBA
Please visit our website at www.dagelfinancial.com
Hourly Fee-only service model Our "Hourly Fee Only" service model requires that we offer no products or services and accepts no commissions or third-party compensation – just your hourly fee. We are paid to assist and advise you. We do not sell products or charge a fee to manage assets; instead we help you do it yourselves in a very cost efficient way. You keep control of your assets and pay considerably less. Our guidance is straightforward, objective and free from any potential conflicts of interest. We give you the best advice and recommend easy to implement strategies, using No-load (no commission) investment and insurance products as much as possible.
Listening to your needs and goals We base our consultation on the careful attention we pay to our clients’ needs and goals. We do not try to impose what we think is best. Clients have different ways of looking at things so our advice is the conclusion of an active listening process; we try to provide more than one solution.
We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Today is always the best time to get started. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Dagel Financial can help you along the way.


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