Dan brings over a decade of retirement planning experience and is specialized in working with the small to medium sized business. He is committed to providing the "Best in Class" retirement plan coupled with providing unparalleled ongoing service. In the complex world of retirement plans Dan is there to help navigate the IRS, DOL, and ERISA for you as a specialist in his field.
FACE-TO-FACE RETIREMENT PLANNING FOR INDIVIDUALS
Dan provides personalized retirement counseling 鈥� in person 鈥� to help you and your workforce achieve their retirement goals. And he never goes away. Year after year, Dan meets to review your retirement plan and help navigate the little surprises life can hand a...
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