We believe that there is more to wealth management than picking the right stock and sending you on your way. We conduct a Comprehensive Analysis of your overall financial situation to develop a holistic financial plan which addresses your unique financial strengths, weaknesses, opportunities, and threats. This is what we call 'The Dannah Difference.'
We can conduct a Comprehensive Analysis of your unique financial situation to help you identify and address financial Strengths, Weaknesses, Opportunities, and Threats. Our analysis may include:
We design a specific Retirement Income Plan based on your retirement resources, to help you transition from the accumulation phase in preparation for retirement to the distribution phase in retirement.
Work with our Associated Attorney or your Attorney to:
Businesses need a partner whose primary focus is to make companies more profitable. We accomplish this through operational, insurance and tax strategies.
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Nonprofits need a partner whose primary focus is to maximize program resources. We accomplish this through operational, insurance, fundraising and payroll tax strategies.
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