My holistic approach to working for you, including integrating both investments and insurance, creates a plan whose components work together to help put you in the best position to meet your short and long-term goals. My work considers multiple aspects of your life including cash flow needs, risk management, investment management, retirement strategies, tax strategies, and legacy creation. Each component of your strategy will consist of objective, insightful and practical advice to enable you to grow your assets more strategically and protect them more intelligently. It also comes with my commitment to providing you with exceptional service.
We bring accountability in an ongoing, collaborative process. Together, we will evolve your plan as your life evolves, while also monitoring economic trends and legislative developments.
Underlying everything my team and I do is a commitment to acting as a fiduciary by putting your interests first and providing the highest level of service to make your experience with us easy and enjoyable.
This approach has allowed me to grow my practice organically over the course of my career, adding new clients who are referred to me by people who feel that the advice and guidance I provide is of genuine value to them.
Daniel is also part of Smartvestor Pro.
Schedule time with me here: https://calendly.com/guerra_barnumfg
Daniel is licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.