Financial Advisor in Murphy, Texas

Texas

Dault Lytle Financial

(no reviews)

000-000-0000

305 E Fm 544 #909 Murphy TX 75094

daultlytlefinancial.com

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Business Description

Dault Lytle Financial was founded with the goal of assisting our clients in every aspect of their financial lives. Weve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.'br /'br /'Our staff consists of experienced professionals with a ""hands on"" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.'br /'br /'As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.'br /'br /'

Main Financial Advisor Photo For Dault Lytle Financial - Murphy, TX

Mission Statement

To provide Murphy quality Financial Planner assistance as a Financial Advisor, Life Insurance, Disability Insurance and Long Term Care Insurance.

Dault Lytle Financial meeting your Financial Planner needs since 2013.

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Dault Lytle Financial is a financial advisor firm located in Murphy, TX. Established in 2013, they provide a wide range of financial and investment services.

Dault Lytle Financial offers life insurance, disability insurance, long term care insurance, tax planning, education planning, retirement planning, estate planning, and college savings plans. Their investment consultants are some of the best in the area.

For more information on Dault Lytle Financial, please call (972) 423-6725 or visit their website at daultlytlefinancial.com to view a complete list of their financial products and services.

Key Contacts

Steve Dault

Financial Advisor, Owner

Rich Lytle

Financial Advisor, Owner

1) Investments

Bonds
Common Stock
Educational IRA
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

2) Financial Planning

Retirement Plans
Tax Plans
401 (k) Planning
403 (b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

3) Insurance

Disability Income Insurance
Life Insurance
Long Term Care Insurance

4) Estate Planning

Estate Planning and the Importance of Drafting a Will
Can a Living Trust Replace Your Will?
Estate Planning and Your Family Business

Service Locations

Financial Advisor Murphy - Life Insurance Murphy - Disability Insurance Murphy
Long Term Care Insurance Murphy - Tax Planning Murphy - Education Planning Murphy

Serving Area:

Murphy, Plano, Sachse, Wylie, Richardson, Allen, Dallas, Garland

Counties

Collin, Dallas