Broker Check
Dana Baldridge, BFA™

Dana Baldridge, BFA™

 

Wealth Manager

My specialty is helping people transition into retirement. The decisions made during the twilight years of your career and into the first few years of your retirement will have a significant impact on your financial well-being for the rest of your life. During this critical time, you need an experienced professional on your side. I encourage anyone that is considering retirement in the next few years to visit with me as soon as possible. I am here to help you make the right decisions when it counts in order to help you achieve a financially secure retirement.

My years of experience in the financial services industry have shown me that when you have a written retirement plan your odds of success are greatly increased. I utilize The Income for Life Model™ as the basis for your written plan. This method allows us to set measurable goals at specified intervals throughout your retirement, so we always know you are on the right track. You would not set off on a road trip across the country without a map or GPS so why would you enter retirement without a plan?

My career with EFS Group started in 2008 with an internship during my junior and senior years at Morningside College. Upon graduation, I accepted a position as Financial Advisor with another company. I soon realized that EFS Group is where I belong and rejoined the firm. I haven’t looked back since.

My wife Kadi and I are both lifelong Sioux City residents and have chosen to call this home for our young family. Our world revolves around our two little boys and we both strive to be good examples for them and help them become successful members of our community. Our family enjoys staying active outdoors, watching movies, and spending quality time together.