Curious what you should be talking to your CPA about before and during tax preparation time? Ryan interviews Jim Valk from UHY in Kalamazoo to help our clients see how we can work together with your other advisors and keep your financial plan on track. Many investment decisions will have taxable consequences so it’s important to look at the whole picture.
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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 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.”
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.”