Mike Heatwole, CFP®

Hi, I’m Mike Heatwole 👋, a Certified Financial Planner™ and the Founder and CEO of The Dala Group.

At The Dala Group, we specialize in helping retirees and pre-retirees navigate the complexities of wealth management, retirement planning, and legacy building. From understanding Social Security to designing sustainable withdrawal strategies, our expert advisory team is here to empower you with the knowledge and confidence to make informed financial decisions.

Subscribe to our channel for practical tips, insightful discussions, and answers to your most pressing questions about managing your finances during retirement. Whether you’re planning for tomorrow or optimizing today, you’re in the right place.

🛠 Topics we cover:
✔ Social Security strategies
✔ Investment and tax-saving tips
✔ Retirement and estate planning
✔ Lifestyle and legacy insights

Ready to take the next step? Visit us at www.thedalagroup.com to learn more and schedule a meeting with one of our advisors.