Retirement Income Planning
How do I prioritize my goals and spend accordingly?
Significant Life Changes
How do I manage the complexity of a lump sum event like an inheritance or settlement?
Investment Management
Am I taking the right amount of risk? Do I like and understand the investments that I am in?
Giving
What is an appropriate, tax efficient way to give in my situation?
Social Security
How do I decide when to take benefits? What option is best?
Insurance
What is the right type and amount of insurance for me?
Welcome! I'm Dan
I am a Certified Financial Planner (CFP)*, Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU) with more that 15 years of experience. Since 2008 I have grown my advisory practice by word of mouth into helping 134 families.
You are here because someone you know asked if you wanted a guide for the journey and gave you my information. I value that trust more than anything and will do my best to answer your questions and leave you with something helpful.
