Dali's Financial Services

Dali's Financial Services World Financial Group (WFG) is helping individuals and families who are often overlooked by other co
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Helping and Educating Individuals, Families and Business owners who are often overlooked by other companies in the financial services industry. FREE OF CHARGE working with clients to create a customized strategy to protect them and their families. SERVICES THAT I OFFER WITH TOP MOST COMPANIES: LIFE INSURANCE (REVIEW OLD POLICIES), HEALTH INSURANCE (BCBS,KAISER,AETNA,CIGNA…),LONG TERM CARE, ROLL OVER 401K, IRA, ROTH IRA, ANNUITIES AND MUCH MORE. EDUCATION IS A KEY IN MAKING DECISIONS AND DECISIONS WE MAKE TODAY ARE CRITICAL IN DETERMENING OUR AND OUR CHILDRENS FUTURE.

✨ You’re Invited – Strategic Tax Planning (Tonight on Zoom) ✨As we close out the year, this is a great opportunity to le...
12/28/2025

✨ You’re Invited – Strategic Tax Planning (Tonight on Zoom) ✨
As we close out the year, this is a great opportunity to learn smart tax strategies before tax season begins.
🗓 Tonight – December 28
⏰ 7PM ET ( Atlanta Time) I 4PM PT | 5PM MT | 6PM CT
📍 Zoom
We’ll cover: ✔️ Minimizing tax burden
✔️ Maximizing deductions & credits
✔️ Staying compliant & avoiding penalties
👉 Invitation required.
If you’d like to attend, inbox me your name and email and I’ll register you.
⏳ Starting soon—message me ASAP if you want in!
— Dali Josipovic
(678) 776-1395

🎄✨ Christmas Blessings ✨🎄Wishing everyone who is celebrating a peaceful Christmas Eve and a joyful Christmas Day.May thi...
12/24/2025

🎄✨ Christmas Blessings ✨🎄
Wishing everyone who is celebrating a peaceful Christmas Eve and a joyful Christmas Day.
May this special season bring warmth to your heart, comfort to your home, and meaningful moments with those you cherish—near or far.
May the spirit of Christmas remind us of kindness, gratitude, hope, and the importance of caring for one another.
Sending love, peace, and best wishes to you and your loved ones this holiday season. 🤍✨

🚨 IMPORTANT SCAM ALERT – PLEASE READ 🚨I want to make my clients, friends, and community aware of a current scam that is ...
12/24/2025

🚨 IMPORTANT SCAM ALERT – PLEASE READ 🚨
I want to make my clients, friends, and community aware of a current scam that is circulating.
Many people are receiving phone calls or text messages from individuals claiming to be from “National Disability” or Social Security, offering $4,000 or more in disability benefits.
⚠️ PLEASE KNOW THIS:
This is NOT how disability benefits work, and these calls are very likely a scam.
❌ Government agencies do NOT:
Call you unexpectedly to offer money
Promise instant or guaranteed disability payments
Ask for your Social Security number, bank info, or payment over the phone
The Social Security Administration requires a formal application and review process. Benefits are never offered randomly.
🎯 What scammers want:
Your personal information, bank details, or to charge fake “processing fees.”
✅ What to do:
Do NOT give any information
Hang up immediately
Block the number
When in doubt, verify directly with Social Security or a trusted licensed professional
If you or someone you know receives one of these calls and feels unsure, please reach out to me. I’m always happy to help you verify information and protect yourself.
Your safety and trust matter. 💙
— Dali Josipovic
📞 678-776-1395

What a beautiful surprise for my client when I got home this evening🙏🙏🙏 beautiful thankful lady🙏
12/23/2025

What a beautiful surprise for my client when I got home this evening🙏🙏🙏 beautiful thankful lady🙏

Messages like this help me get my day started🙏🙏 I'm thankful for my thankful clients🥰
12/22/2025

Messages like this help me get my day started🙏🙏 I'm thankful for my thankful clients🥰

12/21/2025
Fue un verdadero honor y un placer ser parte del programa Latina Leads el fin de semana pasado. Muchísimas gracias a Mar...
12/20/2025

Fue un verdadero honor y un placer ser parte del programa Latina Leads el fin de semana pasado. Muchísimas gracias a Maria Alejandra por la invitación y por su increíble liderazgo.

Estoy realmente impresionada y muy orgullosa de lo que ella, junto con todos los aliados y voluntarios, están logrando a través de Latina Leads. Este programa está teniendo un impacto poderoso al empoderar a las jóvenes para que crezcan como mujeres seguras, inteligentes y bien preparadas—fuertes, con conocimiento y listas para prosperar aquí en los Estados Unidos.

También fue maravilloso conocer a tantos padres increíbles. A través de las encuestas, pude ver lo abiertos que están a aprender sobre el dinero—cómo funciona el dinero, cómo prepararse para el retiro y cómo construir un plan sólido para la educación universitaria de sus hijos.

Puedo ver claramente cómo nuestros talleres gratuitos de educación financiera y programas de alfabetización financiera, ofrecidos en español e inglés, pueden empoderar no solo a la próxima generación, sino también a los padres, las familias y, en última instancia, a las generaciones futuras.

Programas como este nos recuerdan la importancia de invertir en nuestros jóvenes y de educar a las familias para crear un impacto duradero que va mucho más allá de un solo evento. 💛✨

🚨 IMPORTANT: Do NOT throw this away if it comes in the mail! 🚨This is your Form 1095-A from Marketplace / Georgia Access...
12/17/2025

🚨 IMPORTANT: Do NOT throw this away if it comes in the mail! 🚨

This is your Form 1095-A from Marketplace / Georgia Access health insurance.
Even if you currently have insurance through your employer, you may still receive this form if you had Marketplace coverage at any point during the year.

❌ You cannot file your taxes without Form 1095-A.
Your tax return will be rejected if this form is missing.

✅ Required if you had coverage through HealthCare.gov, Georgia Access, or the Marketplace
✅ If you created a Marketplace account, you can download Form 1095-A directly from your account

💡 Need help getting it?
I will be able to retrieve your Form 1095-A for you.
Please contact my office or me directly at least 24–48 hours before your tax appointment to allow enough time.

📞 Dali Josipovic
Licensed Insurance Agent
📱 678-776-1395 Office 678-221-7953

SUPPORT MY CLIENTS ❤️I always get calls to refer Someone that I know for a particular job and lots of times I can't reme...
12/17/2025

SUPPORT MY CLIENTS ❤️
I always get calls to refer Someone that I know for a particular job and lots of times I can't remember right away So I will be sharing Business cards & information of all of my CLIENTS to help ME Remember & Find information when I need🙏

My Client can help you if you're planning to open your Dental practice and so much more. Nikola Vucicevic

https://m.youtube.com/watch?v=jaoLXEn9Pww&fbclid=IwVERDUAOvjrxleHRuA2FlbQIxMABzcnRjBmFwcF9pZAwzNTA2ODU1MzE3MjgAAR70MmerkE1brh0xUK2i2WjWzGendWsPy67S3QY7Ng3qp6VzF28POFTGBNVpJQ_aem_1WmXZAE72huqtWjbB9iajQ

What Dentists Must Know Before Opening or Scaling a Dental OfficeStarting or growing a dental practice is one of the most expensive and delicate small-busine...

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5880 Live Oak Pkwy, Suite 140
Norcross, GA
30093

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