PLANNING PARTNERS
About Us
We provide comprehensive financial planning services for advisors, along with well-researched recommendations for insurance, tax, qualified plans, investments, and more. We act as an extension of your team, providing decades of experience and insight that you pass on directly to your clients and prospective clients. This allows you—the advisor—to increase your value proposition with your clients.
Dan believes our core value “Better Together” is more than just words. His mission is to help advisors create comprehensive financial plans for their clients and partner with AdvisorNet’s Circle of Services to implement the plan. Having experience as a Financial Advisor, Dan understands that each client has unique needs and objectives. Whether it’s creating a qualified plan for a business owner or a complex insurance case, he will be there to help you deliver for your client.
Dan earned his bachelor’s degree from Bethel University in Business Management. He holds FINRA Series 7 and 66 registrations, as well as Accident & Health, Life, Variable Life & Variable Annuity licenses. Dan and his wife, Christina, live in Hugo with their two children, Hailey and Eli. In his free time, he enjoys camping with his family in the Boundary Waters.
FIRST MEETING CHECKLIST
For your first meeting, we suggest you complete this checklist. By providing us with the following information, we will be able to better evaluate and provide you with a comprehensive financial plan.
Download the Checklist