…because dreams don’t just happen.
HOW CAN WE HELP?
Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.
As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save.
Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis.
Are we going to be okay?
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying current on relevant tax, estate and financial updates in order to provide you with the best financial advice for your particular situation.
In the event of an unexpected occurrence, life insurance offers financial security to family members, dependents, and business partners.
Investments present the chance to expand your wealth over a period of time, assisting you in reaching your financial objectives.
Planning and managing retiree finances is essential for optimizing retirement savings and enjoying a satisfying retirement.
Dream Charity Golf Tournament
In Support of Homes for Heroes Foundation
“In working with Dan over the past 15 years as a financial advisor and retirement planner, we have found a financial professional we can trust. Dan shares all the relevant information and data, considers your current context, and advises on the best path, but ultimately listens to you and follows the lead of the client. He is as good a listener as he is an advisor.”
-Brandi and Josh S.
“One of the standout qualities that sets Dan apart is his commitment to diversifying investments. He understands the importance of spreading risk across various asset classes, ensuring that my portfolio remains resilient even during turbulent times. Dan’s ability to analyze market trends and identify promising opportunities has consistently yielded favorable results. What truly sets Dan apart, however, is his remarkable ability to simplify complex financial and insurance concepts. I have always been impressed by his patience and willingness to take the time to explain intricate terminology in a way that I can easily comprehend. With his guidance, I have gained a comprehensive understanding of my financial affairs, empowering me to make informed decisions with confidence. When I decided to incorporate my own company, Dan played a pivotal role in ensuring that I had the appropriate life and disability insurance coverage. He carefully assessed my unique needs and tailored a plan that provides comprehensive protection for both me and my business. Additionally, Dan assisted me in establishing a health trust, which has proven invaluable in managing healthcare expenses efficiently. Dan’s professionalism and dedication to his clients are truly commendable. Throughout our longstanding relationship, he has consistently demonstrated a deep commitment to my financial well-being. I trust him implicitly and have always felt that my best interests were his top priority.“
“Dan Steinkey is an amazing financial advisor, he has been very helpful with our financial investments, and is phenomenal. We intend to keep him for as long as we can, and is trustworthy.“
-Brenda & Joseph C.
“Dan brings a thorough, thoughtful and no pressure approach which has been key in meeting our family’s investing and insurance needs.”
-Dean & Natalie W.
“Dan provides knowledgeable and timely financial advice. He genuinely cares about his clients and their wellbeing, which is reflected in the high quality of his customer service.“
“Dream Retirement Planning has a very knowledgeable, reliable, dependable and trustworthy advisor Dan who has a passion for what de does. We retired and have been clients for 7 years now and would highly recommend to anyone who wants to achieve better financial outcome for the future to try Dream Retirement.“
-Robert & Joanne S.
“I have known Dan for over 25 years. His honesty, guidance and complete transparency has allowed me to trust him with my Insurance and financial investments! I would highly recommend him to anyone searching for a trusted financial broker!“
“I have known Dan for almost 30 years now and I think of him as a hard act to follow as an advisor. He has navigated my way to retirement and thanks to his caring advice I’m now living in retirement.“
“I am fortunate to have Dan as my financial advisor who has made a significant positive impact on my financial well-being. He is trustworthy and has consistently provided me with the highest level of integrity and professionalism. He is very knowledgeable and easy to approach. Dan is managing my company and personal portfolio and insurance for past 10 years. Dan always takes the time to understand my unique financial goals and tailors a personalized plan to help me achieve them. He has provided me with a comprehensive financial roadmap, encompassing investment strategies, retirement planning, and risk management.“
“Dan has been my financial advisor since I was 16 years old. He has a wealth of knowledge that has been extremely helpful in moving from university student to career to parent and now into my peak earning years. His knowledge of Corporate planning, Insurance and investments has helped put a portfolio together across every life phase and my family and I wouldn’t be where we are at without Dan’s advice.”
“I had found myself in unknown waters and really couldn’t see land from where I was. A friend recommended Dan. Dan, infinitely patient, spent hours with me, explaining everything to me at my level, never pressuring or overwhelming me. His insight and thoughtfulness helped me find the financial solutions that best suited my needs. Dan is authentic, extremely knowledgeable, experienced, kind and patient. I have, and will continue to, recommend Dan to my friends and family.”
Dream Retirement Planning
We are dedicated to providing insurance and investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
Sample Retirement Plan
Get Your Retirement Plan
Dream Retirement Planning Process
We book a meeting to understand your needs and goals.
We analyze and develop a comprehensive retirement plan.
Live your dream retirement because dreams don’t just happen.