Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
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.
Daniel Blamer, CFP®, EA
We create strategies that are tailored to your needs and goals.
We remain objective and put your needs first.
We enjoy building trusted relationships that span generations.