Affordable health insurance solutions for individuals, families, seniors, and businesses.
Customized investment solutions to build and protect your prosperity for a bright future.
• Traditional IRAs
• 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