General Info

Daniel Financial Management Group, LLC provides independent advice from independent advisors Helping a variety of clientele, such as dual income families, seniors, professionals and businesses, establish and achieve their financial goals is our No 1 priority We specialize in total financial planning including tax planning, estate planning, wealth management, retirement strategies, insurance and risk management, qualified retirement plans, business strategies, financial investment strategies, annuity products as well as company benefits and debtmortgage planning Our qualifications include Certified Financial Planner, Chartered Retirement Planning Counselor, Certified Senior Advisor, Registered Investment Advisor, Chartered Property Casualty Underwriter, Registered Health Underwriter, Certified Public Accountant, MBA