Hello, I'm Daniel.

I provide comprehensive personal financial planning to simplify and uncomplicate busy lives. Could you go it alone? Yes, you could take the time to research, understand, and make these financial decisions on your own, but that takes precious time away from other endeavors. Wouldn’t you rather spend your time growing your business, raising your family, traveling to your desired locales, and on your favorite hobbies? I’ve spent over 20 years helping busy families plan, structure, invest and draw income so that they can spend time on what inspires them the most.

Read Daniel’s Blog

Six Sources of Retirement Income: Where Will Your Money Come From?

As a Financial Advisor, I understand that the ideal retirement is different for everyone. As you approach this exciting phase of life, it’s crucial to consider what sources of income you will hav... read more

Marcus and Julie’s Journey to Successful Retirement: A Case Study

Thinking About Retirement? Meet Marcus and Julie

Marcus and Julie, both in their mid-50s, are leading successful careers. Marcus is an upper management executive, and Julie ... read more

2024 Tax Brackets & Retirement Contribution Limits

The Internal Revenue Service recently announced the updated income tax brackets, standard deduction, and retirement contribution limits for the upcoming 2024 tax year.1

Although t... read more

Social Security Announces 2024 COLA

The Social Security Administration recently announced a 3.2% Cost of Living Adjustment (COLA) for 2024. This means that the average monthly Social Security retirement benefit will increase by appro... read more

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