"Knowledgeable and dependable. Very organized in all aspects of financial investing. Love Dan and Deseree!"
Cindy, Client
Sanford, FL.
"Well informed, good teacher, happy. We feel comfortable with Dan and Deseree."
Kurt, Client
Sanford, FL.
"You make sure your client understands the steps you take and always have options ready should we not like the proposed way."
Johan, Client
Oviedo, FL.
"Dan is an approachable, knowledgeable, and responsive professional with a calm demeanor."
Bobby, Client
Lake Mary, FL.
"Knowledgeable and friendly, never felt pressured."
Diane, Client
Debary, FL.
What's the main reason you would recommend working with us? "Depth of knowledge as well as true concern about helping to meet financial goals. Also, very easy to talk to and making everything easy to understand."
Anonymous, Client
FL.
Beginning with the end in mind
Prudent planning always begins with the end in mind. What are we trying to accomplish? We have developed a unique and proprietary planning style we call EASE PLANNING™. Educate, Analyze, Strategize, Enjoy.
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-Maximizing Your Social Security Benefits & Surviving Market Volatility
