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