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Welcome!

Are you concerned about money or retirement?  If you are like most people, you may worry about your financial future.  You may be concerned about funding your retirement, unsure of your investments, or wonder if your estate plan is sound.

As an Independent Financial Advisor my mission is to thoroughly understand your goals, financial position, income and estate tax situation and risk tolerance before making any financial recommendations.  I believe this is the only way to provide you with objective advice and recommendations regarding your unique circumstances.  Working together, I'll provide you a realistic, personalized and comprehensive investment plan that is in harmony with your financial needs and objectives.

Please explore this site for additional information and insights about my firm.  I welcome your telephone call or email contact should you desire additional information or wish to speak personally with me.  Thanks for visiting my site and I look forward to getting to know you better.

Warmest regards,

Daniel Blamer, CFP®, EA 

Enrolled Agent

Services

We create strategies that are tailored to your needs and goals.

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Independence

We remain objective and put your needs first.

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Our Values

We enjoy building trusted relationships that span generations.

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