Dan Beyaert Email & Phone Number

My role through Bellwether Family Wealth is to work hard so one day my clients won't have to. In my practice, I see a real need for individuals and families to plan for a time when they will be unable or do not wish to work any longer. I believe it is very important to organize your finances to have the option of one day slowing down or retiring from the work force. I also firmly believe that government benefits will play less and less of a factor due to demographic challenges. In my life it is important to have options in the future and that is what we provide to all of the people we work with.I have worked in the financial services industry since 1998 and have been a Certified Financial Planner since 2001. I have enjoyed working with and teaching families to reach their retirement goals. Currently in society there is a lack of education in financial matters so I see a great need for this as well as financial planning in general. Through teaching and proper planning I bring financial independence to individuals and families I work with.Specialties: Investment Planning, Estate Planning, Retirement Planning, Education Fund Planning, Tax Planning, Debt Management, Risk Management, Teaching, Public Speaking, insurance products offered through Hub Financial.

Listed skills include Retirement Planning, Estate Planning, Investment Management, Budget Process, and 46 others.