Dan VanDusen (CFP®, MBA)
Dan VanDusen focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Entrepreneurs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- Business Owners
- Entrepreneurs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
We are an independent, fee-only, financial planning firm located in Phoenix, AZ. We understand that financial topics can be intimidating for some so we take a hands on approach to helping you define and achieve your financial goals.
Please reach out for a complimentary conversation about how we could help you achieve your goals.
- Comprehensive Financial Plans
- Investment Management
- Tax Planning & Preparation
- Retirement Income & Distribution
Check out our website and schedule a complimentary introduction call - https://objectivewealthfp.com
NAPFA Start Date
July 18, 2019
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.