Dan Hagler is our Founder and Chief Executive Officer. He is a recognized Financial Instructor, Author, Speaker and Wealth and Tax Planner. Hagler and his professional insights have appeared in various publications, including New Hampshire Union Leader and Business NH Magazine. As a Continuing Education Instructor, Dan has instructed 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 designation of CERTIFIED FINANCIAL PLANNER™ professional and ACCREDITED ESTATE PLANNER® designation.
Dan is also the creator of a unique process called “The Protected Retirement Process ®”. It’s a transformative 4 step process designed 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 has been assisting individuals, families and business owners since 1993 and his retirement seminars have been widely attended. Dan believes it is critical for individuals and businesses to preserve and enhance their current financial resources while preparing for their financial future. His clients take great comfort in his service-oriented approach to helping them identify their priorities and objectives and developing strategies to pursue their unique goals. Dan and his wife, Kristen, enjoy their three daughters, outdoor activities, and time at church in their hometown of Goffstown.
Dan is a warm and gifted communicator who has a passion for helping people think about their wealth from a new perspective….showing them how they can leave a legacy of not just their money, but also of their values and significant influence in their community.
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.
