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
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A Wealth of Information: How to Read a Mutual Fund Prospectus
Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
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Are You Ready to Cancel Your Cable TV?
Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
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Where to Look for Lost and Forgotten Money
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
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HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?
This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?