Our Services

Through the years of experience and extensive education, Dr. Dan discovered the key to a successful program does not rest solely on the selection of quality products and services alone. Personal financial engineering strategies must be employed in order to halt the erosion of assets caused by the transfer of wealth to financial institutions, government and corporations. Traditional accumulation methods lack the ability to both create and preserve wealth.

Specialized Services:

  • Investment Advisory Services
  • Retirement Planning
  • Estate Planning
  • Business Continuation
  • Employee Benefits
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance