Jeffrey Daniher (AEP, CFP®, CLU, CTFA)

Jeffrey Daniher focuses in the
following client markets or areas of practice:

Divorce Planning

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Women's Financial Planning Issues

Planning Specialties

Firm Specialties: RDFA provides financial planning and investment management for “delegators” on a Fee-Only basis; we accept no commission based compensation. These people generally fall into one of two categories, explained below: 1) Those that understand that they do not have the requisite skill set and aptitude to fully handle their own financial planning and investment management needs on their own. Because of this, they seek out a professional advisor. 2) Those that may have the requisite skill set and aptitude, but do not feel that they have the time to adequately handle their financial planning and investment management affairs. This awareness causes them to seek out a professional advisory relationship in order to allow them to concentrate on other areas. Our clients engage us to help them clarify and prioritize their goals and dreams, and determine how they can use their assets to reach them. Our goal is to help our clients create better futures by providing objective, personalized expertise and service. We do this through focusing on ongoing portfolio management, financial planning and life planning strategies. We have made a commitment as a firm to not only attempt to better the lives of our clients, but also to improve the quality of advice offered within our industry. Our hope is to help turn the industry into a true, respected profession.

Additional Information

Jeff Daniher has been a NAPFA Registered Financial Advisor since 2003, and has actively tried to give back to this great organization. Speaking at industry conferences has been one way to share knowledge with peers, and to learn from them at the same time. A sampling of conferences and events where Jeff has spoken are: * Cincinnati Enquirer Financial Independence Day in 1999, 2000, 2001 and 2002 * NAPFA National Basic Training Conference in 2004, 2005 and 2006 * TD Ameritrade National Conference in 2006, 2007 and 2009 * NAPFA National Conference in 2006 and 2007 In addition to these opportunities, Jeff was one of the co-chairs of the 2008 NAPFA National Conference held in Long Beach, CA. He also is a member of the TD Ameritrade "Breakaway Broker" Advisory Panel. Finally, Jeff has held numerous leadership positions, such as: * Past President of the Financial Planning Association of Greater Cincinnati * Past President of the Estate Planning Council of Northern Kentucky * Current instructor in the NAPFA University Estate Planning College