It's all about your Dreams
When it comes to planning your future, asking the right questions is the first step in engineering a plan that will help move you toward fulfillment of your dreams. That is why we enjoy working with clients who value long term relationships built on EXPERIENCE, INTEGRITY AND TRUST. We are honored that our clients give us the opportunity to serve them.
Dare to share your dreams!!
Steven M. Daniel*, CLU
Chartered Financial Consultant
*Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser. Daniel Financial Services, Inc. and Woodbury Financial Services, Inc. are not affiliated entities.
Newsletters
-
Food Inflation: What’s Behind It and How to Cope
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
-
New Life for Your Old Insurance Policy
Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
-
ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.