Daniel Rivet, Cfp® Email & Phone Number

As an advisor of The Foundry, I’m excited about the opportunity to help families plan for and achieve their financial goals. We utilize Prosperity365®, our own highly defined process for guiding you through the challenges of prudent financial planning and investing. It is our goal to help you define your vision of financial success, provide clarity about your current situation, and to guide you towards accomplishing your goals.We offer comprehensive financial planning at a cost designed to meet your needs and resources. Our investment management services consider your unique tax considerations, proactively seeking out ways to reduce your tax burden today, and in the future.Our commitment to teamwork also extends to all of our associates. Each advisor works as a team with other advisors and operational staff so that you always have a place to turn as needs arise.It is our belief that we should be able to deliver the following values through our process and efforts: organization, accountability, objectivity, proactivity, education, and partnership.Financial planning services offered through The Foundry Financial Group, Inc., a Registered Investment Advisor.Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.The Foundry and Cambridge are not affiliated.For more information visit www.foundryadvisors.com.

Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, and 8 others.