Dan is the creator 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. 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. He 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.
Dan is the founder of Granite State Retirement Planning, Inc., an independent Registered Investment Advisor.
Dan has been assisting individuals, families and business owners since 1993 and his Private Retirement Briefings have been widely attended. Dan's clients take great comfort in his service-oriented approach to helping them identify their visions, priorities and developing strategies to pursue their unique goals.
