Daniel (Dan) Smith
CFBS, CLTC, JD**, ChSNC™
Biography
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Focus Areas
- Insurance Strategies
- Investment Strategies (Reg. Reps Only)
- Business Owners
- Special Needs (ChSNC Required)
- Retirement Income Planning
- Estate Planning
- Risk Management Strategies
- Business Succession Planning
- Charitable Giving
Languages
- English
**Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.
CRN202207-267436
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