With a law degree from Pace University, and many years of experience working for financial institutions, Ursula's experience varies from the traditional financial advisor. Prior to becoming an advisor in 2003, Ursula worked as an. Joining the industry after earning a double major in Business and Anthropology/Sociology in 2014 from Kalamazoo College, Jordan brings a unique twist to the vision of finance.
Her experience brings a background in marketing management. Brenda holds a B.S. degree in Graphic Communications from Illinois State University. She is the foundation of Ursula Daley's team, with more than eighteen years of financial services experience. Her ability to streamline our. Blanca Longino joins our team as a Customer Services Associate.
Her experience brings a background in marketing management. Brenda holds a B.S. degree in Graphic Communications from Illinois State University. She is the foundation of Ursula Daley's team, with more than eighteen years of financial services experience. Her ability to streamline our. Blanca Longino joins our team as a Customer Services Associate.
Services
Daley Financial Partners is proud to be featured in articles and on social media promoting financial wellness. Daley also stated that this status is important to her given the small number of female advisors in the financial services industry. Less than 16% of financial advisors are female, according to a 2017 report released by Cerulli Associates, a global research and consulting firm.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Our collection of calculators is a great starting point if you have a question or concern about your personal finances.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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