Dayna G. Tarr, AAMS®

Dayna G. Tarr, AAMS®

Registered Client Associate,

Phone: (331) 204-6230
Fax: (331)-229-8632
E-mail:


Helping you plan for your financial future is a huge responsibility and one our team does not take lightly.  I have been a member of The Lantz Financial Team since 2001.  I am a Registered Client Associate and I hold the Accredited Asset Management SpecialistSM designation.  My main focus with the Lantz team is dedicated to exceptional service.  That exceptional service begins with knowing our clients and tailoring their investments to help meet their individual needs.  Servicing your financial needs is the foundation of our relationship.

We pride ourselves in treating clients honestly and fairly.  We value the trust that each of our clients places with us and we strive to earn that trust on a daily basis.  I am able to assist with many of your daily financial needs such as:

 

  • Comprehensive portfolio and strategy development to assist clients in coordinating various aspects of their financial lives.
  • Financial education through literature, quotes, charts and seminars.
  • Communication and scheduling of reviews, appointments and seminars.
  • Individual retirement needs – Contributions and distributions.
  • Wealth accumulation strategies through bank drafts, check deposits and salary deferrals.
  • Retirement Income Stream by coordinating various accounts and payment schedules to help ensure a steady income stream.
  • Tax reporting to you and your accountant.
  • Account Maintenance through statements, reports and online access.
  • Business ownership needs like corporate checking and company retirement plan maintenance.
  • Educational savings as well as distributions to meet individual educational needs.
  • Asset Consolidation by transfer of accounts from banks, brokerage firms, insurance companies, investment companies and employer retirement plans.
  • Ensuring your concerns about investing are addressed with expedited answers by our team.

Designations

  • Accredited Asset Management SpecialistSM

Personal

  • Resides in Aurora, IL.
  • Husband Harlan. Adult children Zach (Emily,) Brittney and Brandon (Kelsey)
  • Member of Grace New Life Singers
  • Interests include singing, repurposing furniture, and spending time with family

1733 Park Street Ste. 350 Naperville, IL. 60563  (331) 204-6230

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck