Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time. Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

To me, financial planning is not simply a service, it is a partnership with my clients. As a Wealth Management Advisor, my team and I guide our clients to financial stability and freedom – a reality that too many people are missing out on. Maximized financial potential is possible for everyone, and I love nothing more than helping my clients see and reach it.

Each of my clients is different, so the way we approach their finances is too. This concept is the foundation of my ability to help people in any stage of life; it is one of the primary reasons I have learned (and will continue to learn) as much as I can through obtaining designations that allow me to understand strategic needs of all kinds. Our clients trust us with an extremely important and impactful piece of their future. I owe them nothing short of a full commitment and dedication to handling it in the best way possible. Opinions are not the ingredients that create stability, knowledge does.

Our clients are forward thinking and committed to their financial futures. In return, I promise them full transparency, dependability and accountability. It is my belief that the guidance I give should be backed by personal experience, so I do not advise anyone to do something I am not personally willing to do with my own finances.

Daniel J Harezlak, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

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