Daniel Mccusker, Cfp®, Mba, Aif® Email & Phone Number

I have been working as a financial adviser within an accounting firm setting for 14 years. My expertise is working with clients to develop not only a well-diversified financial plan, but also take into consideration the tax aspects, estate issues and wealth transfer aspects of each client. For individuals, I specialize in providing financial planning consultation regarding their taxable and non-taxable accounts. In addition, I assist clients with college and insurance planning. I also work with business owners to review their retirement plans to make sure they are complaint with recent regulatory changes. Through various benchmarking tools, I can provide an overall plan review to assure plan sponsors are providing the best plan they can for their employees.As a CFP® certificate holder, I take pride in helping my clients achieve their financial goals. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.I have also earned the AIF® Designation from the Center for Fiduciary Studies. The AIF Designation certifies that I have specialized knowledge of fiduciary standards of care and their application to the investment management process.

Listed skills include Mutual Funds, Retirement Planning, 401K, Series 63, and 11 others.