In early March Dan and Mark had a great time being interviewed
by James Malinchak of ABC's Secret Millionaire program.
Both Dan and Mark were being interviewed to discuss their
new process, The Protected Retirement Process ®
and their upcoming book entitled “Retire Abundantly”.

Dan and Mark are the co-creators of a unique process called "The Protected Retirement Process® It is a transformative 4 step process to help people avoid the pitfalls and hidden obstacles when it comes to retirement planning. Their 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. They also co-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 and Mark to create their process and to help people who were being taken advantage of by the financial services industry.

They are the co-founders of Granite State Retirement Planning, Inc., an independent Registered Investment Advisor.

They have been assisting individuals, families and business owners since 1993 and their Private Retirement Briefings have been widely attended. Their clients take great comfort in their service-oriented approach to helping them identify their visions, priorities and developing strategies to pursue their unique goals.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Investments products and services available only to residents of:

Arizona (AZ), California (CA), Connecticut (CT), Deleware (DE), Florida (FL), Georgia (GA), Louisiana (LA), Massachusetts (MA), Maine (ME), New Hampshire (NH), New Jersey (NJ), North Carolina (NC), South Carolina (SC), Texas (TX), Virginia (VA), Utah (UT), Vermont (VT)

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