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    SIS Financial Group

    5.0 (1 review)
    Closed 9:00 am - 1:00 pm

    By appointment only

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    Services - SIS Financial Group

    Estate planning

    Insurance planning

    Investment management

    2 More Services

    Retirement planning

    Tax planning

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    7 years ago

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    The Dala Group - The Dala Group Team

    The Dala Group

    (2 reviews)

    Renee, a CPA, gave a "Your Money: Making the Most of Social Security" Arlington Heights Memorial…read moreLibrary presentation. I attended with my dad. They offered a free 1hr consultation with Dala's owner, Mike Heatwole, CFP®, AWMA® for those who fill out the form after. Said normally, a consultation costs ~$400. My parents are 65+ old and have complex Social Security Qs with public benefit eligibility requirements. At our consultation by phone, Mike got our info and Qs. He made estate planning recommendations, in terms of best financial outcomes. He connected us to an attorney outside of his firm for our complex Qs. Both Renee and Mike seem knowledgable and nice. FYI, we did not pay for their services.

    I recommend Mike Heatwole at The Dala Group if you are looking for a financial advisor for the…read morefirst time or if you are considering switching to a new advisor. Mike's expertise and knowledge of financial planning is second to none. He gives you great ideas to think about without the "high pressure" you get from other financial advisors. In the end, he always respects your decision. And he knows his math! His analysis of your net worth and how your financial resources can be used into your 90's is substantiated and justified without all the "guessing" that other advisors do. If you want to see him in action, I suggest that you attend one of his free lectures in Social Security. It's an eye opener! Ted B., Park Ridge, IL

    SIS Financial Group - financialadvising - Updated May 2026

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