Dawney Financial, Inc

Dawney Financial, Inc Please see http://www.dawneyfinancial.com/ for full disclosures. This communication is strictly intended for individuals residing in the state of Iowa. Sarah J.

No offers may be made or accepted from any resident outside Iowa. Dawney Financial, Inc is EXCITED to join the thriving community of Winterset. Our office includes *Sarah J. Dory and Pamela Chipp. We are a resource for your Tailored Retirement Planning needs and independent insurance services including Health, Life and Long Term Care, Retirement and Social Security Planning. Our goal is to go Abov

e and Beyond your expectations! We look forward to serving you. Dory and Pamela Chipp


*Securities and Investment Advisory Services Offered Through Osaic Wealth, Inc Member FINRA/SIPC Dawney Financial Inc, is not affiliated with Osaic Wealth.

09/02/2026

A bargain sale is either of two types of transactions. One, you sell appreciated property to a charitable entity at a sale price below its fair market value (FMV). Two, you sell property to a family member or private buyer for a price that is less than its FMV.

08/31/2026

Did you know you may be able to "undo" or recharacterize regular (i.e., non-rollover) IRA contributions? In effect, you get to treat a contribution to one IRA as having been made directly to a different IRA.

08/26/2026

Moving to a new state may have unforeseen tax consequences that can follow you long after settling in.

08/24/2026

Generally, the process for buying a house that is for sale by owner is the same as with a real estate agent.

08/19/2026

Previous legislation created and occasionally modified and extended two personal nonrefundable tax credits for home improvements that save energy; the nonbusiness energy property credit and the residential energy-efficient property credit. The Inflation Reduction Act of 2022 has replaced those credi...

08/17/2026

Here is how you can correct errors on your credit report.

My family and I will be spending time at the Iowa State Fair, and then school begins! Because of that, I'll be mostly un...
08/14/2026

My family and I will be spending time at the Iowa State Fair, and then school begins! Because of that, I'll be mostly unavailable for the next several days. I will be checking in when I can and will get back to messages as soon as possible.

Brooke will be in the office per usual and will be available for most customer service questions. You can reach her at 515-462-6875. If you need immediate assistance, please contact your carrier directly.

Thank you for your patience and understanding during this busy season of life!

Let us help you maximize your Retirement income!
08/13/2026

Let us help you maximize your Retirement income!

08/12/2026

To reduce your spending, you first need to know where your money goes.

Did you know?
08/11/2026

Did you know?

Address

108 W Jefferson Street
Winterset, IA
50273

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+15154626875

Website

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