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Daus Financial Group LLC

Daus Financial Group LLC

Comprehensive Financial Planning in Kalamazoo, MI

  • About Us
    • Company Synopsis
    • Meet Our People
  • How We Help
  • Client Testimonials
  • DFG Blog
  • Client Login
  • Let’s Talk

Ryan Daus

Financial Advisor Alphabet Soup

I have been in the financial advising business for 23 years. Along the way, I’ve worked with and in competition against various advisors of all forms from banks, brokerages, wholesalers, wirehouses and independents.

In my experience, I’ve found all of the above roles consist of both great and terrible advisors and everything in between. But just like the guy who finishes in last place at medical school and is still called a doctor, they are all typically grouped as advisors. Many have fancy titles with letters behind their names that mean nothing to the typical consumer. So as a consumer, how do you find the best fit, and what should you look for?

Read the rest of my Forbes Councils article

 

How Much Money Do You Need to Retire?

Ryan Daus spoke with local WWMT News Channel 3 Anchor Jessica Harthorn about calculating your needs for retirement and savings strategies to help you get there.

10 Questions To Ask When Interviewing A Financial Advisor

Choosing the right financial advisor can feel overwhelming. The industry is filled with jargon and various credentials. It can be challenging to understand financial professionals’ actual areas of expertise, and having references doesn’t guarantee they’ll be the best match for you.

To help you in your decision-making process, here are some questions to consider when interviewing and comparing different advisors.

Transitioning Assets Webinar

This webinar will address key topics relevant to both beneficiaries and those planning their estates, including:

  • Identifying taxable versus non-taxable assets
  • Considerations for different types of accounts, such as IRA, Roth, brokerage, and banking
  • Handling inherited real estate
  • Essential documents to prepare and locate
  • Guidelines for dividing assets among multiple beneficiaries
  • Transferring assets during life

Estate Planning Webinar 2024

Do you understand the differences between trusts, wills, powers of attorney and advanced directives? What functions do they serve and which ones do you need for your situation? Is your current estate plan set up properly? Join Ryan and attorney Phillip Reed to learn about these topics and have your questions answered.

Financial Planning Opportunities Inside a Tax Return

How much tax are you paying? How efficient are your short- and long-term capital gains? Do you need to plan for a Medicare surcharge during retirement? Let us know if you’d like help deciphering your tax return.


*Ryan is not a tax professional, and all information or ideas presented is for educational purposes only and should not be taken as tax advice. Your specific situation should be discussed in detail with an accountant or tax advisor prior to implementation.

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What Our Clients Have to Say

Dave & Toni

Semi-Retired

“When Toni and I made our decision to retire we made a decision to consolidate our retirement savings from our existing funds to Ryan Daus after several meetings with Ryan. His complete approach of not just returns but complete financial advisement convinced us Daus Financial Group was the correct decision.”

James and Tammy Cress

Senior Corporate Executive

“My favorite thing about working with Daus Financial is that they’re very accessible – we can get ahold of them anytime, and they’re very responsive with answers to our questions. They’re very personable, intelligent, and know the business well.”

Jim and Gail Kurtz

Retired

“Daus Financial Group is our hub for estate and personal planning. They’re very committed to their client base, and it’s a personal commitment – they know who you are and will go that extra step, regardless, to help you with any kind of issue.”

Jason V.

Executive

“I would recommend Daus Financial because Ryan has assembled an awesome team. We have the right people looking at our long-term outlook as well as our short-term needs. Ryan’s team has really grown with me and my career, and they’ve grown with us and our family.”

Terri Headshot

Terri Sookhai

Retired

“My favorite thing about working with Daus Financial is their honesty. We wanted to find a financial advisor that was a fiduciary. Ryan was very reassuring, we felt very comfortable, and that he was being honest.”

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Deb

Planning for Retirement

“The genuine sense of personal interest in my financial situation didn’t stop after the first few meetings. My relationship with Daus Financial Group is over 12 years strong, and that same care and concern for all aspects of my financial future is still evident.”

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Daus Financial LLC

  • Meet Our People
  • Company Synopsis
  • Clients We Serve
  • DFG Blog

487 S. Drake Rd., Suite A,
Kalamazoo, MI 49009 |
Call Us: 269-321-7472

Let's Talk

Copyright © 2025 Daus Financial LLC
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Investment Advisory Services and Financial Planning Services are offered through Daus Financial Group, L.L.C., a Registered Investment Advisor with the SEC. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.