When it comes to preparing financially for the future, most people know what they like, know what they dislike, but they don't know what to do, who to trust, or where to go. Freedom begins with a different way of thinking.
You are either going to be a customer of a bank or you are going to be the bank. The lack of knowledge concerning money, debt, and taxes, will continue to create serious consequences. Increase your Financial IQ, and be prepared for these economic changes.
Thinking about retirement can be both exciting and scary! How much do you need to save, and where do you need to put it? Is getting to retirement like climbing a mountain? Take a look…
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We were tired of feeling like just a number with the other companies we had relationships with. After talking with my brother, we set up an appointment with Dan and felt like we hit it off right away. We wanted to make sure the money we had was working best for us with our level of risk in mind and that we could feel comfortable that were making the right decisions.
Tim & Angie Murphy
I was referred to Dan by my direct manager at the company I work at. He, along with several other colleagues, have been very happy with Dan and his communication style, desire to help, and financial strategies. I am 47 years old, and wasn't getting the attention that I felt I needed at my conventional banking/ financial institution.
Erik & Shelly Hegerle
Dan is a good man with lots of good ideas to protect your savings and growth them in a protected environment.
I think very highly of Dan and his mission and think you could learn much from each other. Dan is on an incredible journey and I could not think of a better person to connect you too. I am a big fan of his work and I'm delighted to make the introduction.