- PRODUCTS -
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:
- Understand your true financial goals
- Develop the best possible plan for working towards those goals
- Monitor progress to keep us both on track at each step of the process
Products:
- 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