Financial Services and Solutions
I believe that with choice comes freedom. Providing you access to a wealth of financial strategies and services from reputable providers, I empower you to choose what’s right for your future.
Customer Testimonials
Kevin and Mary B., Retired, “Dr. Danielle provided us amazing information and financial options. She educated us in various financial areas. Her personality is refreshing – her smile, sense of humor and kind spirit shows she is very passionate about what she does. She loves helping people and it shows in her work. She provided a vehicle to protect it our money as we are currently in retirement mode and the protection of our retirements funds was a priority to us. We have recommended her to many people and they have thanked us for the referral. What are you waiting for…contact the Dr. (lol)”
Alaine K., Homemaker, “When I think about preparing for my future and the future of my children, the obvious things come to mind. Are my affairs in order? Will my kids be cared for should something happen to me? Can I afford to put money aside for these unforeseen circumstances? To be honest, money talk terrifies me a bit. I know I jump on the emotional train and get frustrated. Dr. Danielle was thorough and gracious and answered all my questions even if I asked them twice. She kept me fully informed throughout the process (and held my hand a little bit) I know I can call her in the future with any questions or concerns. I give Dr. Danielle an A++”
Kristina C., Realtor, “Insurance and financial planning are not my strong suit. Dr. Danielle was very patient and took her time to explain the benefits of the plans we set up for my children. She is extremely professional, knowledgeable, and always has such a positive attitude.”
Eric H., Business Owner, “Dr. Danielle helped my family get the perfect insurance plan and she made it a very simple process. She educated me in the area of finances and taught me things I never heard before. Her simplicity, kindness, and willingness to educate was something I appreciated. I highly recommend her to work with anyone when it comes to financial education and financial solutions.”
Kevin and Mary B., Retired, “Dr. Danielle provided us amazing information and financial options. She educated us in various financial areas. Her personality is refreshing – her smile, sense of humor and kind spirit shows she is very passionate about what she does. She loves helping people and it shows in her work. She provided a vehicle to protect it our money as we are currently in retirement mode and the protection of our retirements funds was a priority to us. We have recommended her to many people and they have thanked us for the referral. What are you waiting for…contact the Dr. (lol)”
Alaine K., Homemaker, “When I think about preparing for my future and the future of my children, the obvious things come to mind. Are my affairs in order? Will my kids be cared for should something happen to me? Can I afford to put money aside for these unforeseen circumstances? To be honest, money talk terrifies me a bit. I know I jump on the emotional train and get frustrated. Dr. Danielle was thorough and gracious and answered all my questions even if I asked them twice. She kept me fully informed throughout the process (and held my hand a little bit) I know I can call her in the future with any questions or concerns. I give Dr. Danielle an A++”
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Be A Business Owner in the Financial Industry
Have you ever thought about being a business owner? There is no better time than now. If you are interested in learning the ins and outs of running a business in the financial services industry, I offer training and mentoring for interested individuals with no experience required. Get in touch with me so we can discuss how I can be of service to you.
