Services Offered
Retirement Planning
Comprehensive strategies for retirement, including income management, tax optimization, and goal setting for a secure future.
Estate Planning
Guidance on navigating estate complexities, wills, trusts, and legacy planning to protect your assets and family.
Wealth Management
Personalized investment management and financial oversight to grow and preserve your wealth over the long term.
Fee-Only Financial Plans
One-time or ongoing financial planning with transparent, fee-only pricing—no commissions, ensuring unbiased advice.
Educational Consultations
Patient, easy-to-understand explanations of financial concepts, supported by resources like YouTube videos for ongoing learning.
Reviews
5(5 reviews)
Rating Distribution
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Mark Kreuser
via Google
2 months ago
Daniel did a wonderful job helping my wife and I navigate my retirement at 62 and our move to Mainland. He pointed out things we did not consider and presented a plan that handled the transition perfectly. Daniel’s fee-only payment plan was perfect for us in this situation. Kudos to Daniel for reducing our stress about finances during a crazy year!
T
T Blakevia Google
2 months ago
Daniel has provided the CFO (my wife) and I with a stress tested plan to help us manage our retirement funds in our latter years. He does this by educating us on the various options available to us and insuring we understand many of the finer points. We are big fans of his educational Youtube videos, many of which address a lot of our questions allowing us to present more detailed concerns during our conferences with Daniel. His easy going manner and professional accumen ensure that we exit the meetings confident in our knowledge going forward with the plan. We thank you Daniel for taking good care of us fiscally and look forward to continuing to work with you.
K
Kylie VanderMeulenvia Google
6 months ago
My fiancé and I have had a great experience working with Daniel. He’s highly knowledgeable and takes the time to explain everything in a way that’s easy to understand. He’s thorough, flexible and very easy to work with. We feel confident in his guidance and would absolutely recommend him to help you reach your goals.
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Nuy Chovia Google
7 months ago
My family and I have had a very positive experience with Daniel this year. He has a warm, positive energy and is more than happy to explain complicated concepts in layman's terms. Daniel's friendly and intellectual vibe is great for anyone seeking to look for financial advice, estate planning, wealth management or long-term/short-term retirement goals. Daniel has been essential in helping us navigate the difficult turns and waves of my mother's estate -- thank goodness we found him! We highly recommend!
D
Dan Kvia Google
12 months ago
My wife and I have been working with Daniel on a one-time financial plan to help us get our current finances in better shape and plan for retirement. He clearly knows his stuff and has been very thorough, patient, and accommodating/flexible. Daniel has been great to work with and we highly recommend him.
