Dalton Wehunt, Financial Services Professional with Nylife Securities LLC

Dalton Wehunt, Financial Services Professional with Nylife Securities LLC Registered Representative with NYLIFE Securities LLC My goal is to help you make informed decisions with clarity and confidence.

I work with families and medical professionals to help them protect what they’ve worked hard to build and plan confidently for the future. I understand the unique financial challenges that families and those in the medical field face—busy schedules, complex benefits, and high levels of responsibility both at work and at home. I take a personal, relationship-driven approach, taking the time to unde

rstand your priorities and recommend solutions that align with your goals and values. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

3655 Brookside Pkwy
Suite 400
Alpharetta, GA 30022
770-561-4592

07/24/2026
How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest su...
07/21/2026

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest survey.

How do your emergency savings stack up? Discover the median emergency savings by age in 2026, analyze structural saving gaps, and see if you are prepared.

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdr...
06/29/2026

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they kn...
06/27/2026

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your p...
06/23/2026

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
https://bit.ly/4w5eQrh

The best peace of mind comes from knowing you are ready for what life brings. Protect what matter most by making room fo...
06/10/2026

The best peace of mind comes from knowing you are ready for what life brings. Protect what matter most by making room for what truly counts every day.

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time wor...
05/30/2026

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time work or volunteering may play a role.

Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.

Most people spend more time planning their next vacation than they do planning for their family's financial future.I see...
05/29/2026

Most people spend more time planning their next vacation than they do planning for their family's financial future.

I see it every day:

✔️ High-income professionals with little protection in place
✔️ Young families relying on a single paycheck
✔️ People saving diligently but unsure if they're on track

The truth is that financial planning isn't just about wealth—it's about options, confidence, and protecting the people you care about most.

A simple conversation today can help prevent major stress tomorrow.

If you've ever wondered:

• Am I saving enough?
• Is my family protected if something happens to me?
• Am I making the most of my current financial opportunities?

I'd be happy to have a conversation.

No pressure. No obligation. Just clarity.

What is one financial question you've been putting off asking?

A new report by credit reporting bureau TransUnion found that while credit conditions have improved for a large segment ...
05/28/2026

A new report by credit reporting bureau TransUnion found that while credit conditions have improved for a large segment of consumers, others are struggling in the face of higher costs and rising debt burdens.

The so-called K-shaped economy is becoming more clearly defined, new reports show.

Not every market trend is worth chasing, and that is exactly why responsible investing stands out to me. It brings a lit...
05/22/2026

Not every market trend is worth chasing, and that is exactly why responsible investing stands out to me. It brings a little more intention to the choices behind the numbers.

Address

3655 Brookside Pkwy
Alpharetta, GA
30005

Telephone

+17705252350

Website

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