Helping you harvest the fruit of



At Danielson Financial Group, our Investment Process is designed to help you make smart decisions about your money. To do so, we use a systematic investment consulting process to determine what type of plan will keep you on track toward reaching your goals. We have designed our Lifetime Solutions Process™ specifically to help us to achieve the following:

1. Understand your true financial goals
2. Develop the best possible plan for achieving those goals
3. Monitor progress to keep us both on track at each step of the process

  • Private Managed Accounts
  • Mutual Funds
  • Individual Stocks, Bonds, ETFS
  • Funds of Hedge Funds
  • Retirement Plans:  IRA, Roth IRA, Rollovers and Inherited IRAs, SEP, Simple, 401(k), Single 401(k), Defined Benefit, Keogh, 457, 403(b) Plans, Money Purchase Pensions, Profit-Sharing, and Deferred Compensation Plans
  • College Funding Plans: 529 Savings & UTMA's
  • Annuities (Variable and Fixed)
  • Long Term Care Insurance
  • Life Insurance (Variable, Universal and Term)
  • Disability insurance
  • REIT's (Real Estate Investment Trust)
  • Limited Partnerships
  • Brokered Certificates of Deposit
  • Money Market Accounts