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As a Financial Adviser, Danny is passionate about providing financial education to his clients in order to help improve their financial lives and financial outlook for retirement. His educational mindset addresses the lack of financial information provided to the public, and emphasizes the importance of comprehensive financial planning that encompasses income planning, investment management, tax coordination, and insurance planning.
Danny’s previous experience includes several years in real estate and in insurance, where he began to realize the need and significance of overall financial planning. He earned his Bachelor’s Degree from New Mexico Highlands University, and he currently holds Series 7, 66, 6 and 63 licenses.
Originally from Chehalis, WA, Danny currently resides in Goodyear, AZ, with his wife and three children. He loves spending time with his family and working towards a lasting and positive impact on their future. He also enjoys playing guitar and golfing.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.
Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
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