Start the Journey Towards Clarity, Security, & Personal Freedom

Insurance, Education, and Consulting for Healthcare & Retirement

There are many pitfalls that you could overlook. I know my way around them.

Don’t risk it Alone.

I help people to secure their health and retirement, because I think everyone deserves clarity, security, and personal freedom.

No Fairy Tales

I believe that individuals need to know the downside of everything just as much as the upside.

Details Matter

I want your investments to make sense to your values and what you want to get out of your assets.

My Ideal Client

... is self-sufficient but smart enough to know that they don't know everything - and in some areas, they need an advisor.

Dan's Values

The Path is Accessible
Everyone has a right to the same resources.
No Fairy Tales Here
Dan will go over the risks and caveats to proposals that he presents, with complete candor.
Know the way,
Go the way,
Show the way
Dan shares the lessons he’s learned along the way, giving his clients the edge.
Guidance Before Gain
Dan will always find time, regardless of gain.
Bypassing pitfalls and misadventures
What may seem complex and daunting to you is routine to Dan. Let us make it simpler for you.
Build the Confidence to Journey Alone
Once you have a map and a compass, you’ll find the confidence to tackle your life’s big challenges.
Ask Dan to be your expert
Reach out

What Dan Does


Affordable health insurance solutions for individuals, families, seniors, and businesses.
• Medicare
• Dental/Vision


Customized investment solutions to build and protect your prosperity for a bright future.
•  Traditional IRAs
•  Annuities
•  Roth IRAs
•  529 Plans

Promise To You

In a nutshell, Dan usually has his phone with him and can be reached with just a phone call. He does have a lot of clients and so might be on the other line when you call, or maybe he’ll be out of the office. Life happens for Dan, too, after all. But even when you don’t reach him immediately, he’ll be back in touch with you as soon as he can. Just leave a voicemail if you would.

Similarly, he is a fiduciary and will go out of his way for his clients. He knows what questions to ask, and knows the ins and outs of options that are out there. Dan’s intent is to match your needs and your resources with the best route to reach your goals. 

Accessibility, expertise, and great service.
Isn’t that really all any of us are asking for?
Here are some of the things that
we aim to achieve for our clients:
-be Considerate and attentive to your needs
-be Accessible and easy to contact
-Ask great questions

Dan's Licensing

PA LICENSE: 808171
NPN: 17847616
Look Dan up Here:

Important Health Insurance Terms, Explained

Aug 1, 2023
Read Story

Ask Dan to Get to
Work for You

Dan Rhoads
Pennsburg, PA

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