Broker Check


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 pursuing 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 working towards 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