Broker Check

Services and Strategies:

At Daniel Wealth Management while working closely with our families and business owners.  We believe in educating them on their options and making sure they understand and are extremely comfortable with their overall game plan. Remembering no one has the crystal ball, we are not afraid to adjust as we guide our clients through what life throws, and the market changes to adhere to the overall strategic plan. Here are a few areas we specialize in:

  • Accumulation strategies for families and business owners
  • Income planning as a crucial element of a solid retirement strategy
  • Taxed managed investment and asset allocation. Using professional research, manager selections and allocation for an overall comprehensive personalized strategy
  • Aligning 401/IRA/SEP’s (Traditional and ROTH) to your overall aggregation of qualified assets
  • Estate planning is a particularly important piece of your overall puzzle. Remember, everyone has a plan in place -, some choose to determine their own plan, others allow the state to decide where their assets go. WE can help families and business owner articulate their estate planning goals. We can consult with other professionals who may be needed, including attorneys and CPAs
  • Insurance - with so many available programs, plans, products for life insurance, long-term care, and buy-sale agreements, it can be exceedingly difficult to determine an appropriate strategy. We can help families and business owners determine appropriate options to consider, from protecting their family or business income, assets, and/or legacy. As individuals age the need for insurance may change, when did you last review.
  • Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC