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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Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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Home Sweet Home Equity
Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.