Daniel Shub, AIF®,RFC®
Wealth Advisor & Founder
My comprehensive service set includes a review, discussion, and implementation in the following areas:
I work with a select group of clients who can appreciate close, personal relationships and can benefit from the value I add to their lives. With over 20 years of experience in the financial industry, I take pride in being able to assist clients on their path to financial freedom. My approach to helping clients achieve their life aspirations has been highlighted in Forbes, Bloomberg Businessweek, CNBC, Market Watch, Yahoo Finance, and many ABC, NBC, CBS, FOX affiliates across the country.
Along with being a contributor to Kiplinger.com, I am also the author of “Simple Steps to Wealth in Retirement”.
I hold the Registered Financial Consultant® designation, attained the Accredited Investment Fiduciary® (AIF®) credential, passed the Series 65 and 63 securities exam and hold an Insurance license. My family and I make our home in Franklin, Michigan. As a husband, father, business owner and financial professional, I know the value of trust, understanding, and close relationships.
If this sounds like a potential fit, I am happy to learn about you to see whether I can help.
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