We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Dan started working in the life insurance business in 2004 serving the Metro Detroit area.
In 2008, he integrated Health and Medicare insurance into his business. Since then, Dan has focused on Health and Medicare along with retirement options while always focusing on serving as an educator to his clients instead of a salesperson.
Dan holds a Life and Health insurance license along with two securities licenses, Series 7 (General Securities Representative) and Series 66 (Uniform Investment Adviser - Combined State Laws.
Dan is passionate about being educated and knowledgeable about the industry and is serious about his fiduciary responsibility to each client ensuring their needs and proper suitability be top priority.
Dan is committed to cultivating long-term and meaningful relationships with his clients and is dedicated to listening and understanding each customers needs and goals. Dan’s main goal is to help you make well-informed decisions on what types of financial or insurance plans are right for you. He works to implement individualized tailored solutions based on your unique financial or insurance situation. He is committed to working closely with his clients and making adjustments to their financial or insurance plan based on changing circumstances.
Dan was born and raised in the Metro Detroit and currently resides in Grosse Pointe with his wife, Andrea.
Robert Fogel
