Kimberley Dailey, J.D.
Financial Professional
Kimberley L. Dailey is a Financial Professional with American Heritage Financial, serving individuals, families, and business owners throughout the Atlanta metropolitan area. With over 14 years of experience in insurance and a real estate career spanning more than two decades, she brings a comprehensive perspective to helping clients build, protect, and transfer wealth.
Kimberley works with homeowners, real estate investors, and entrepreneurs to implement strategies designed to support income protection, asset preservation, and generational wealth transfer. She is passionate about helping clients understand how insurance solutions can serve as effective tools in strengthening long-term financial security.
In addition to her role with American Heritage Financial, Kimberley is the founder of Dailey Dose, LLC, a dynamic financial services and education platform committed to empowering individuals and families through legacy-building strategies. Through this platform, she delivers impactful seminars that emphasize wealth preservation, financial literacy, and the importance of Funeral Service Assistance Plans as a key element of a comprehensive financial strategy. Kimberley is also the founder and Principal Real Estate Broker of Dailey & Associates Certified Brokers, LLC. Her diverse experience positions her to guide clients in both acquiring and protecting assets, offering a strategic and holistic approach to long-term financial security and legacy creation.
Kimberley earned her Juris Doctor (J.D.) from Seton Hall School of Law and her Bachelor of Science from St. John’s University. She is actively involved in her community, serving as a Board Member for her Homeowners Association and maintaining memberships with the Better Business Bureau and the Rockdale County Chamber of Commerce.
Outside of her professional work, Kimberley enjoys traveling, cooking, and spending time with family and loved ones. She is passionate about mentorship, community engagement, and building meaningful connections.
Dailey Dose, LLC is not an affiliate of the companies of OneAmerica Financial.
AHF Wheel of Services
Wills / Trust Reviews
Leaving a legacy requires discipline and preparation. We can work with you to develop a tax-efficient plan that helps provide for the people and passions you care about the most.
Tax Strategies
While most tax preparers focus solely on the current year’s taxes, we plan for the future and highlight long-term strategies (after-tax, Roth and pre-tax) that fit your situation. While we don’t give specific tax guidance or prepare taxes, we often work directly with your tax professional to identify ideas that could make a meaningful impact now and in the future.
Investments
Once you reach life’s distribution phase — those long-awaited retirement years — it’s imperative to identify investments and strategies that align with your goals, risk tolerance and income needs. We can walk you through options to help ensure you never need to worry about running out of money.
Social Security
The question isn’t when can you begin taking your Social Security benefit (between 62 and 70); it’s when should you. We will detail many factors and considerations that go into Social Security optimization and help you determine ways to potentially increase your lifetime benefits.
Medicare
Let’s face it, Medicare can be confusing. But it doesn’t need to be. We can answer your questions and cut through the noise, making sure you have suitable medical and prescription drug coverage and clearly explaining options for covering the 20% of medical expenses that Medicare doesn’t cover.
401k / Pension
Understanding how your retirement program works is the first step toward reaching your goals. We can help you evaluate pension settlement options, make wise investment choices related to 401(k) or 403(b) plans and explain how your wealth is growing so you can have confidence your future is secure.
Workplace Benefits/Business Owner Solutions
If you’re a business owner struggling to recruit or retain key employees and provide attractive benefits, or if you’re contemplating a business transition, we can work with you to build a strong incentive plan and increase value. We create innovative solutions to help protect your business, your employees
and your lifestyle.
Long-Term Care Options
Preservation. That’s what long-term care is all about — shielding you and those you cherish from the unknown. We can assist in devising a long-term care strategy to give you confidence that, no matter what the future holds, your loved ones will be taken care of and your assets will remain intact.
Insurance Programs
The features of insurance policies can vary widely, meaning it’s essential to understand what your policy covers, who your named beneficiaries are, what limits you have and what triggers a loss. We can help you analyze and (if needed) adjust your plans to help eliminate surprises and ensure your needs are covered both now and in the future.
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Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.