Dalton Investment & Retirement Services, Inc

Dalton Investment & Retirement Services, Inc Personal Commitment to my clients is my way of doing business. As a CFP® Professional, I can help yo • Securities offered through LPL Financial.

Member FINRA/SIPC. www.finra.org, www.sipc.org. Investment advisory services offered through Stratos Wealth Partners, Ltd, a registered investment adviser. Stratos Wealth Partners, Ltd and Dalton Investment and Retirement Services are separate entities from LPL Financial.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financi

al as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Planning for care gives you control over your future. Don't leave it to chance!
04/16/2026

Planning for care gives you control over your future. Don't leave it to chance!

01/23/2026

What is your goal for your financial future and are you actively working towards it today?

What are your short-term and long-term financial goals, and how do you envision achieving them? Are you confused and ne...
12/29/2025

What are your short-term and long-term financial goals, and how do you envision achieving them? Are you confused and need guidance?

10/24/2025

Have you taken your RMD's for the year yet? Avoid tax penalties if you are 73 or over and have an IRA.

12/02/2023

Have you taken advantage of of maximizing Roth IRA contributions for 2023 yet? Something to think about about in the coming weeks.

12/01/2023

It’s that time of year. Don’t forget to take your Required Minimum Distributions from your IRA if you are 72 (73 if you reached 72 after December 31, 2022).

Address

2201 Executive Park Drive
Dalton, GA
30720

Telephone

+17065295900

Website

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