DANIEL FINANCIAL MANAGEMENT GROUP, LLC
Independent Advice From Independent Advisors
Helping our clients establish and achieve their financial goals is our No. 1 priority
Our expertise and experience allow us to review your existing financial plan and offer informed alternate solutions
CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor; Certified Senior Advisor®, Registered Investment Advisor, Chartered Property Casualty Underwriter®, Registered Health Underwriter™, Certified Public Accountant, MBA
We specialize in total financial planning including: tax planning, estate planning, wealth management, retirement strategies, insurance and risk management, qualified retirement plans, business strategies as well as company benefits and debt/mortgage planning.