Using your unique puzzle pieces to assemble your financial picture.
We specialize in fiduciary level Quality of Life Planning™
Trusting your financial life with someone is a lot to ask. That is why we uphold our service to the fiduciary standard at all times. Your best interest is our highest priority.
Every individual we meet brings many puzzle pieces to the table, and our expertise is to help you put them together to create a clear financial future!
Our past, present, and future
Read Dan's book for free!
Click on the button below to check out Dan’s book, Financial Success for the Rest of Us: Reality Based Financial Planning for Mainstream America. Dan provides you with a virtual financial planner to help guide you in the process of creating and implementing a unique plan for achieving your definition of financial success.