Dan obtained his Certified Financial Planner designation in 1999 and has provided a fee for service advisory service since 2001. We do not sell or hold any investments but rather provide independent evaluation and planning advice on a wide range of topics and issues.
Have questions about;
- Incorporating a Business
- Money Management
- Financing Options
We have resources and advice to assist you in any of these areas as well as a network of professionals who can assist in them implementation of these plans.