Broker Check

Entrepreneurs and Businesses

A Holistic Strategy Planning

We offer a holistic approach to financial planning. An advisor analyzes your current financial status to develop a comprehensive plan to address your needs. These are four areas an advisor considers when devising your plan:

1. Goals
2. Financial condition
3. Business objectives
4. Plan of action

A business plan that takes the entirety of your financial condition into consideration helps to manage against the unintended and often devastating consequences of serious financial mistakes.

A Different Perspective on Finances

We are proud to offer dynamic, turnkey solutions to get your business on the right track. These are essential aspects of financial planning:

  • Liquidity and cash flow assessment
  • Tax strategies
  • Investment strategies
  • Risk management analysis
  • Insurance optimization 
  • Exit planning
  • Wealth transfer solutions

A comprehensive wealth plan provides lifestyle enhancements when your money begins to work for you.

A Valued Partner in Wealth Management

The Daniel Wealth Management team is here to assist you with business planning at all stages of the process. We want you to reach your goal of financial independence and build the business you envision. Contact us for more information about our wealth management services.

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