Dan Hagler, CFP®, AEP®, is a recognized Financial Instructor, Best Selling Author, Speaker, and Retirement Planner seen on WMUR-ABC, and other NBC, CBS, and Fox affiliates, Wall Street Journal’s Market Watch, Yahoo Finance, Reuters, Boston Business Journal, New Hampshire Union Leader, Business NH Magazine, and Seeking Alpha.
Dan is the Co-Author of RETIRE ABUNDANTLY, BUILD WEALTH Like A Shark, and Retire Like A Shark, with Kevin Harrington, original Shark on ABC TV’s Shark Tank. He has been interviewed by James Malinchak, featured on ABC TV’s Hit Series, Secret Millionaire.
As the Founder/CEO of Granite State Retirement Planning, Inc., Dan and his team have been helping clients retire abundantly since 1993. He created The Protected Retirement Process®, a transformative 4-Phase process to help successful managers, executives, business owners and widows upgrade their lifestyle and protect their hard-earned savings throughout retirement.
Dan is a Continuing Education Instructor who has trained attorneys, accountants, bankers, and financial planners in advanced tax reduction, retirement and estate planning. In addition to sharing his expertise, he is a lifetime learner, achieving the advanced designations of CERTIFIED FINANCIAL Planner™ and ACCREDITED ESTATE PLANNER®.
It doesn’t take long with Dan Hagler to see why people trust their money and their future to him. He is a warm and passionate communicator with a “down-home” style who loves to share his financial wisdom and insights as a Keynote Speaker to many organizations as well as with the public through his ongoing Public Seminar Series – Reducing Income and Estate Taxes on Your IRA and 401(k). Dan and his wife, Kristen, enjoy their three daughters, three grandkids, outdoor activities, and time at church.
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: California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Maine (ME), Massachusetts (MA), Nebraska (NE), New Hampshire (NH), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Tennessee (TN), Texas (TX), Utah (UT), Vermont (VT)..
Form CRS, click here.
Securities offered through Triad Advisors, LLC Member FINRA / SIPC. Advisory services offered through Granite State Retirement Planning, Inc., a Registered Investment Advisor. Granite State Retirement Planning, Inc. and Triad Advisors are unaffiliated.
