Dan is the creator of a unique process called The Protected Retirement Process®. It's a transformative 4 step process to help people avoid the pitfalls and hidden obstacles when it comes to retirement planning. His process is repeatable, predictable and sustainable and its goal is to help people reduce income taxes, to ensure that their investments last throughout retirement and to provide the retirement dream that people envisioned. Dan also authored a book "Retire Abundantly" which discusses The 4 Pillars of Retirement as well as actual stories of people who did it right and who didn't. In fact, that's what motivated Dan to create his process and to help people who were being taken advantage of by the financial services industry.
When Dan was recruited into the financial service world, he was thoroughly disappointed to learn that the industry was training advisors to take financial products and jam them into people's situations. It was like taking square pegs and pounding them into round holes. People needed custom solutions, but the industry was taking assembly line solutions and everybody was getting the same thing! The media continues to sell the DIY (Do It Yourself) in financial or investment planning and that is how Dan has seen DIY scenarios turn into bad results.
