"Knowledgeable and dependable. Very organized in all aspects of financial investing. Love Dan and Deseree!"
"Well informed, good teacher, happy. We feel comfortable with Dan and Deseree."
"You make sure your client understands the steps you take and always have options ready should we not like the proposed way."
"Company and advisor were well-informed."
Get Started in 3 Easy Steps
Schedule a visit to sit down with us and discover what your ideal retirement looks like.
Using the EASE PLANNING Process, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.
EVERY TUESDAY, WEDNESDAY, AND THURSDAY AT 6:00 PM
Strategies to Optimize Your Social Security Benefits
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. Evaluate, Analyze, Strategize, Enjoy.
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Attend A Live Workshop
Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.
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Maximizing Your Social Security Surviving Market Volatility
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