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.

The testimonials presented are from current clients, written by the clients, and were solicited by Concord Custom Wealth Group for presentation on this document. The testimonial parties have NOT been compensated, nor do they receive any direct or indirect benefit in connection with their testimonial. The services and performance, may not be the same as those experienced by the testimonial party. No testimonial, ranking, or recognition should be construed as a current or past endorsement of IA Firm by any of its clients.

Read Daniel’s Blog

Choices for Your 401(k) at a Former Employer

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.1

Individuals hav... read more

New Retirement Contribution Limits for 2023

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-... read more

‘Smart Money’ on Interest Rates

Have you ever heard the expression, “What’s the smart money doing?”

“Smart money” is an expression that often refers to experts and suggests that well-informed ... read more

Last Minute Business Tax Recommendations

As the tax extension deadline approaches, I thought I’d share a few things that we recommend for clients who own (or partially own) businesses before the October 15th deadline passes.

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