Dan Wilde Cim Cfp Email & Phone Number

I am a Portfolio Manager with expertise in working with Medical Professionals with a focus on Financial Freedom & Retirement Planning that includes effectively reducing debt, insurance, investments, tax strategies, estate plans, and more.My group has been helping individuals for over 15 years and have developed expertise in using tax strategies to expedite retirement plans. My practice focuses on helping families and individuals invest and prepare for the future, whether you are self employed or an employee.Have you thought about the following:►If you stopped working today, will you or your business generate enough income to live on?►Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn, like we just experienced when Covid-19 was officially declared a pandemic back in March of 2019.►When it comes to retirement have you gone over the best and worst case scenarios in order to retire comfortably and maintain your desired lifestyle?These are some of the many questions that I can help you solve.Set your financial goal – buying a home, paying for an education, living well in retirement, or planning your estate – and I will provide you with a personalized plan to help you to your financial finish line.If you need help with this, please reach out to me directly here on LinkedIn or email me at dwilde@alignedcp.com.