Dantas Financial Planning
Investment Bank/Securities Brokerage - N/A, N/A, US
Dantas Financial Planning Employees
Dantas Financial Planning Senior Management
Dantas Financial Planning Details
With over 19 years of experience in insurance and financial planning, representing hundreds of companies and endless investment options, Dantas Financial brings unsurpassed professionalism to the table. By having a vast knowledge of the insurance and finance industry, we can provide the products and use the most up-to-date tools such as Riskalyze, Money Guide Pro, & RBC Circle Black, to find the right fit and design the correct plan for each client's needs.There are thousands of financial planners who help you accumulate wealth for retirement, but only 7.5% of those advisors are certified to truly build a proper retirement income plan*. That is what sets us apart from the rest – as a Retirement Income Certified Professional, RICP® we don't just help accumulate wealth, we focus on preparing for the distribution phase of life, and maintaining the success of the retirement Income plan throughout retirement while making continual adjustments with market and life changes. * Based on 2016 data from the U.S. Department of Labor Statistics and The American College of Financial Services.
Dantas Financial Planning Technologies
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