DANTAS FINANCIAL PLANNING
Why pick this one
Dantas Financial provides retirement income planning led by professionals holding RICP and CAP designations, with in-person and virtual service.
Best for
- Retirement income distribution planning
- Individuals seeking ongoing retirement income adjustments for market and life changes
- Families planning multigenerational financial strategies
- Clients wanting in-person or virtual financial planning
- Clients seeking investment management and insurance planning
Specialties
- retirement income planning
- comprehensive financial planning
- investment management
- insurance planning
- philanthropic planning
Certifications
- Retirement Income Certified Professional (RICP)
- Chartered Advisor in Philanthropy (CAP)
What makes them different
- Over 26 years of experience in insurance and financial planning
- Independent firm offering personalized financial planning and investment management
- Provides services both in person and virtually
- Uses Riskalyze, Money Guide Pro, and Wealth Studios
- Represents hundreds of companies and offers access to numerous investment options
Distilled from this business's own website.
Contact & Location
- Address
- 109 W Chicory Xing, Hendersonville, NC 28739
- Phone
- 9416858934
- Website
- https://www.dantasfinancial.com/
Services
- financial planning
- retirement planning
- retirement income management
- investment management
- insurance products and planning