Raymond Dahlman
  • Male
  • Houston, TX
  • United States
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Raymond Dahlman's Friends

  • Kevin B Duff
  • John E Burget
  • Baylee Mitchell
  • Jessica Hanson
  • Nancy Johnson
  • Martin G Meyer, CPB
  • Eric Standlee

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Latest Activity

Raymond Dahlman is attending Timothy J. Sullivan, Sr.'s event
Thumbnail

InHouston Clear Lake Mixer at Allegria Wine and Cocktail Lounge

May 22, 2012 from 5pm to 8pm
InHouston Clear Lake MixerAt Allegria Wine BarAn unstructured mixer designed to provide a relaxed, upscale atmosphere to build relationships with other professionals like yourself.  Pay-It-Forward Networking No-Host Happy Hour Specials Come when you can, leave when you have to.  Invite your business contactsand bring plenty of business cards! Allegria Wine BarUnassuming on the exterior,…See More
May 21, 2012
Raymond Dahlman is attending Timothy J. Sullivan, Sr.'s event
Thumbnail

InHouston Clear Lake Mixer at Allegria Wine and Cocktail Lounge

April 24, 2012 from 5pm to 8pm
InHouston Clear Lake MixerAt Allegria Wine BarAn unstructured mixer designed to provide a relaxed, upscale atmosphere to build relationships with other professionals like yourself.  Pay-It-Forward Networking No-Host Happy Hour Specials Come when you can, leave when you have to.  Invite your business contactsand bring plenty of business cards! Allegria Wine BarUnassuming on the exterior,…See More
Apr 16, 2012

Profile Information

How did you hear about this site InHouston?
LinkedIn
Industry
Financial Services
Niche (Services/Products your company provides:)
Business and Personal Financial Planning
About Me:
Professional background:
-Financial planner since 2006
-Hold the Chartered Retirement Planning Counselor designation from the College for Financial Planning (2007)
-Hold Series 7, Series 66 and Group 1 Life & Health License; and able to conduct business in TX & IL
-Member of the Financial Planning Association
Areas of Focus:
-Business Financial Planning
-Personal Financial Planning
-Investment Management
-Education Planning
-Estate Planning
Personal background:
-Born and raised in Houston, TX
-Married to wife, Leslie, since 1996
-2 sons – Raymond IV & Ryan
-Served in the United States Navy from 1993-1997
-Received the Naval Achievement Medal and Good Conduct Medal during my military service
-Currently reside in the Clear Lake area of Houston, TX
-Hobbies include: golf, attending sporting events, and traveling
-Member of the Benevolent and Protective Order of Elks (Clear Lake Lodge 2322)
Volunteer work:
-Ronald McDonald House Charities – Houston, TX
-Member of a cook team for families residing in the house while their children are receiving treatment at the Texas Medical Center
City, State
Houston, TX
Area of Houston
southeast
Website:
http://www.dsafinancialgroup.com
Open Networker?
yes
Servant Leader, Give It First Networker?
not sure
Have Attended Live InHouston Netweaving Events (ever):
yes
Perfect Client
Small business owners that are looking to increase profitability through implementation of retirement planning vehicles.
Target Market(s)
Small businesses with annual gross sales of $5MM - $20MM.
Veteran? Which Branch?
US Navy

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Comment Wall (12 comments)

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At 11:26pm on February 15, 2011, Chari Twitty, MCD said…

Happy birthday, birthday twin! What a great day to be born! I hope you day was as wonderful as mine as we celebrate our special day! ~Stay blessed!

 

Chari Twitty

~ChariT's Inspirational Creations

www.chariT.etsy.com

At 11:23pm on February 15, 2011, Dianne Gilbert said…

Almost missed it!!!

Happy Birthday Raymond!  You’re not getting older, just gaining more experience! 

May all your experiences this next year be positive and enjoyable.

At 1:40pm on February 15, 2011, Jennifer Fisher said…
Happy Birthday, and may all the wishes and dreams you dream today turn to reality.
At 11:27am on February 15, 2011,
InHouston
Nancy Johnson
said…
HAPPY, HAPPY Birthday!! Hope you are doing something fun to celebrate!! See you soon!!
At 3:16pm on October 1, 2010, John E Burget said…
Copy of Email to you and Tim Sullivan: I greatly appreciate Tim’s leadership in organizing tthe 9/28 Clear Lake Mixer, and the opportunity to meet both of you. I don’t have Ray’s business card or Email address, but because I understand that you are partners I hope that this message will reach Ray as well. To be sure that I reach him I am planning to copy this message on the InHouston site that permits messages to individual members.

Since I talked at length to Tim when I first arrived I believe I have a reasonably good grasp of his special focus areas. I am less sure about Ray, but understand that he does both individual and business financial planning, including the optimization of each client company’s retirement planning structure and investments.

I have been involved in investment banking and project finance for more than 30 years and have reviewed more than a hundred business plans for small independent power companies. However I just recently acquired some outstanding business planning software to enable me efficiently to create a basic plan at low cost for a well-established, but small boutique investment firm whose founder asked me to prepare his first plan.

I am highly impressed by the power of this particular new software which includes a lean but high quality basic plan option, as well as 500 actual plans that span practically every business type which can be used as the basis for any new plan I create. Therefore I feel comfortable offering a fixed price of around $975 to new clients for whatever work is required of me for up to six months, so that my clients can proceed at their own pace.

I am not allowed to paste my complete Email here, but will provide added details as soon as I can connect with you. Perhaps you have already received the Email I addressed to both Timothy Sullivan and you. Thanks and best regards, John Burget
At 8:27pm on February 15, 2010, Jennifer Fisher said…
Happy Birthday. May it be filled with joy, laughter, good friends and good wishes.
~Jennifer
At 12:48pm on February 15, 2010, Lea-Ann Gee said…
Happy birthday!!
At 8:00am on February 14, 2010, Dianne Gilbert said…
May tomorrow be a great celebration of your birthday. May it include much happiness and many blessings! Happy Birthday Raymond!!!
At 7:18am on January 17, 2010, Trina Maxwell, LMT, MMP, MTI said…
Hi Raymond!
At 5:52pm on January 15, 2010, Lea-Ann Gee said…
Welcome!!!
 
 
 

 

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