David M. Dalton, JD, MBA, CFPR
Financial Consultant and LPL Registered Principal

From Dalton Wealth Management
Are You Taking Advantage of a Valuable Service?

As a member of Chaco Credit Union, you are entitled to the highest level of personalized service possible. One of the most valuable services that Chaco has to offer is access to an experienced financial advisor.

Dave Dalton has been providing retirement planning and estate planning to the members of Chaco for more than 10 years. He specializes in IRAs, rollovers and investments. Dave also provides certificate of deposit audits and life insurance audits. As a member of Chaco, Dave's professional expertise is available to you at no cost and no obligation, through Dalton Wealth Management. Dave and his team will give you the valued advice and quality service that you expect and deserve.

Join the hundreds of members who have taken advantage of his services. When was the last time your financial advisor called you for a review or suggested rebalancing your portfolio? Do you have someone who can analyze all your investments including your 401(k) or 403(b)? Does your financial advisor provide retirement planning and asset allocation recommendations?

As an experienced financial advisor with Linsco/Private Ledger, Dave can offer state-of-the-art investment strategies and superior service. Being independent also means that he can confidently select and recommend those investments that are best suited for your situation. Make a commitment to your future and make a New Year's resolution to start planning your future in 2007 by calling (513) 785-3512 for an appointment today. It's as easy as that!

DALTON WEALTH MANAGEMENT, 601 Park Avenue, Hamilton, OH 45013
Securities offered through Linsco/Private Ledger (LPL) Member NASD/SIPC
Not NCUA Insured * No Credit Union Guarantee * May Lose Value
Chaco Credit Union is not affiliated with Linsco/Private Ledger