Daniel is an RICP and Investment Advisor Representative.
Daniel has worked in diverse fields of business ranging from Financial Services, Insurance, Advertising & Marketing, Publishing, Audio/Visual Production to the running of whole companies as a General Manager or Chief Operating Officer.
His career started in Human Resources where he learned the important people skills that enabled him to not only work in tandem with others but develop a leading role in all organizations he has worked in. He quickly moved up to Management with his analytical and fiscal skills.
He has spent the last several years in the financial services space as the Chief Operating Officer for a multimillion-dollar firm that helps people with Safe Money solutions. He saw how incomplete planning can jeopardize a clients future.
He moved on to Co-Found and build his own firms with his wife Lisa -- Retirement Prosperity Group & Prosperity Advisers. These firms were built so that in doing planning for clients and families they could offer not only Asset Management but also Safer Strategies incorporating every facet of planning that retirees and pre-retirees face from Income for Life, Social Security Maximization to new Long Term Care Protection and Active Wealth Management all of this is part of the propriatary "Retirement Prosperity Roadmap" that is created for each client or family. He manages and oversees the Case Design Team and the Retirement Prosperity Roadmap process as well as the Accelerated Retirement Benefits Division, which offers the possibility of extreme tax relief to high net worth business owners.
US Small Business Association: Office of the Inspector General 409 3rd St, SW Washington, DC 20416 (800) 827-5722 external website
Follow the steps below for checking on a business before you buy or contact the organizations listed on the left. Click here to learn more about how this industry is regulated.
1. Don’t pick a firm "out of a hat."
Finding a company on Google or Amazon is convenient. But it’s the equivalent of picking a name out of a hat. Better approach: Ask family, friends, and colleagues for referrals.
2. Follow the "paper trail."
If an online merchant fails to display contact info, proceed with caution.
3. Look for companies that follow "best practices."
Try to deal with companies that believe in doing business the right way. Narrow your search to those belonging to professional business associations that promote best-practice standards.
4. Tap the "wisdom of the crowd."
Understand that companies sometimes "game" review sites by giving incentives to their customers to write positive reviews or by having employees write them. Bottom line: treat reviews as an important "data point," but not the only measure by which to evaluate a company.
5. Inspect the work.
If you’re happy with what you’ve seen and heard, ask to see evidence of their work.
6. Put the firm under a microscope.
If you have any further doubts about the company—or if the purchase is very large—check with state consumer protection agencies or consider purchasing a background check on the business owners and/or principals.