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Financial Planning

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;

  • Retirement
  • Investing
  • Financing
  • Education

  • Incorporating a Business
  • Budgeting
  • 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.