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Daniel
E. Winslow
Fee Based Financial
Planner
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Certified
Public Accountant since 2007
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Trustmark
Insurance Company, 1987 to 2005
Vice President and
Actuary from1992
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Northwestern
University Kellogg Executive Development Program
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Northwestern
University, B. A., Economics 1984
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Series
65
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Fellow
of the Society of Actuaries
since 1989
Click
here
For Full BIOGRAPHY
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Retirement
Savings
Estate Planning
401(k) Analysis |
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College
Planning
Special Needs Children |
Winslow
Financial LLC does custom-tailored investment planning and investment
counseling for families and individuals. We develop personal
relationships and earn your trust.
85% of our clients are friends we have known for many years or
referrals from other clients. Many clients are esteemed financial
professionals.
We
provide solid analytical research of your current investments and
consider thousands of potential investments for better future investment
returns for you net of taxes and fees.
Our goal is the best investments in the market that match your
risk preferences and your goals. Investments with tax efficiency, annual
fees of about 0.75% and no sales commissions are emphasized.
Our
clients appreciate the honesty and completeness of the research, the
recommendations that have their best interests first and foremost and
the cheerful follow up that turns a recommendation into a completed
plan.
We
are a fee-based financial planner since 2005 with a focus on clients
with a net worth of $1 million to $10 million.
Client accounts are usually at Fidelity Institutional Wealth
Services.
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