“DANA”
A Smarter Take on
‘Financial Success!’
Zero
Commissions
Zero
Referral Fees
Zero Asset
Under-Management
Fees
Zero
Life Insurance
or
Annuity Sales
DANA is even more!!
We’re….
Fiduciary
Your Money,
Your Best Interest
Independent
Your Money,
Your Absolute Right
Guidance-Only
Your Money,
Your Full Control
Fee-Only
Your Money,
Your Transparent Cost
If you are a ...
At Any Point in Your Career,
With Various Financial Priorities …
And, You’re Looking For …
A Clear Roadmap
to Financial
Independence.
Expert Guidance
Through
Life’s Transitions.
A Knowledgeable Advisor, You Can Always Trust.
Peace of Mind
in
Every Financial Decision.
Dana Guides You Through:
Major Life Events
Investment Review
Retirement Planning
Cash and Debt Management
Tax Planning
Big Ticket Purchases
Insurance Review
Employee Benefit Review
Equity Compensation
College Planning
Business Planning
Estate Planning
