Daniel Bishop (CEPA, CFP®)

Daniel Bishop focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs

Planning Specialties

Integrative Financial Life Coordination for Successful Families and Business Owners. Using the Master Alignment Plan methodology we integrate all sides of your financial life into one aligned and unified plan: Private Wealth, Business Value, Family, Legacy, and Cradle thru Career College.

NAPFA Start Date

May 03, 2021


This Office

610 S West St Mc Leansboro, IL 62859-4000 Phone: (844) 639-8237