Leveraged Insurance Policies and Private Asset Investments
I, Dan am an extremely motivated individual who will work diligently for my clients to ensure they are taken care of. To keep it short and sweet, I will care more about your financial life than you will. This can be used as an analogy for how I run my business and personal life.
Area of Houston
Servant Leader, Give It First Networker?
Have Attended Live InHouston Netweaving Events (ever):
I am here to help serve anyone and everyone. Every single person can use some sort of financial planning. Whether they are worth billions, millions, thousands or in debt, everyone should have a strategy to maximize their potential financial life.
I target any and every market. I network with anyone and everyone. It is my duty to help serve all individuals. However, recently my market has consisted of business owners, lawyers, sales professionals and real estate brokers/agents.
Opportunities said Target Market(s) would love to invest in
The investment of someone knowledgeable and hard working who will help you seek out your life goals.
What does your company do to focus on its purpose?
Our focus is to serve, love, educate, strengthen, and impact our clients lives in a positive way. We put our clients interest first, and can prove it. Our clients get a team of highly trained, highly ethical individuals who will be with them along their entire life journey.
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