Plan With Dan

Where Do You Stand

We'll discuss the different stages of retirement planning and how you think about them. 

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Pre-Flight Checklist

We'll make sure you have everything you need to take off into retirement. 

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Breaking Down Your Financial Statements

We'll help you to better understand your complex financial statements. 

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Major Life Events

We'll discuss the impact major life events could have on your retirement. Don't worry; we'll make sure you're prepared. 

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Rookie Mistakes

We'll help you avoid the rookie mistakes even the most seasoned investors can make. 

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Beneficiary Mistakes

We'll share with you five important mistakes people make when naming beneficiaries. 

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