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DANIELS FINANCIAL  8363-A DAYTON PIKE, SODDY DAISY, TENNESSEE 37379  |  423-332-4774

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FINANCIAL PLANNING | RETIREMENT PLANNING | EDUCATION PLANNING | WEALTH MANAGEMENT

Proper planning is the key to your financial success.

About Daniels Financial

Daniels Financial was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.

 

Our Commitment to Our Clients

Dream Big! And let us do the rest. As our client, you will quickly realize that we are truly committed and focused on making your dreams come true. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.

 

As your financial advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go.  Our guidance in maintaining a disciplined approach is how we make sure your dreams become reality.

 

Our Principles Set the Standard for Success

At Daniels Financial, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future.  In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more.  If you have questions about how to get started or want to make an appointment, send us an email or give us a call.

CONTACT US

www.danielsfinancial.com | 423-332-4774

All written content on this site is for information purposes only. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Daniels Financial is an investment advisor with Virtue Capital Management, LLC.   Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Daniels Financial.

Meet our founder Larry Daniels, Financial Advisor.

Larry Daniels is the President and Owner of Daniels Insurance Agency and Financial Services.

With over 20 years experience in insurance and financial services, Larry is involved in the sales and distribution of various insurance products to both consumers and business, as well as

comprehensive financial planning and investment services for mature and senior investors.  His company's goal is to  help clients create wealth, protect their wealth, and help distribute their wealth in the most tax efficient way.

 

Larry holds a Bachelor Degree from the University of Tennessee majoring in Business and Financial Management, and is licensed to provide Insurance for Life, Health, Protective and Casualty in both Tennessee and Georgia.  Larry holds  a Tennessee and Georgia Securities License both Series 7 and 24, which allows him to help solve your financial needs with such securities as Stocks, Bonds, Mutual Funds and other Alternative Investments, which included Fixed and Variable Annuities as well as Secured Partnerships.

 

With all of the economic turmoil in finance both in our country and around the world, it is more important than ever to keep your finances and wealth safe and secure…but also growing.  Most importantly, our mission is to help you avoid losing money, while helping you build your wealth safely and securely.  Regardless of your financial situation, I am here to help you get on the path to a safe financial future and one were you can sleep well at night while growing your wealth.

 

CONTACT US

www.danielsfinancial.com | 423-332-4774

All written content on this site is for information purposes only. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Daniels Financial is an investment advisor with Virtue Capital Management, LLC.   Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Daniels Financial.

All the right services to get the job done.

Our company was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement.

Retirement Goals

Everyone has goals for retirement.  Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money.  Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies.  As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.

 

Planning for retirement is a customized process where we’ll combine your investments, forecasting, budgeting, and your retirement goals into one cohesive plan to ensure you celebrate this time in life.

 

These goals are our only focus in your retirement plan. Retirement planning doesn’t have to be complicated.

An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have.  Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.

 

Complete List of Services

Retirement Planning

Social Security Planning

Insurance Planning

Wealth Transfer Strategies

College Planning

Charitable Giving

IRAs

Precious Metals Investing

Annuities (Variable, Fixed, Indexed)

Mutual Funds

Investment Products (401k, REITs, etc)

Personal Life Insurance

Business Insurance Planning

Disability Income Insurance

Long Term Care Insurance

Retirement Rollovers

 

 

 

CONTACT US

www.danielsfinancial.com | 423-332-4774

All written content on this site is for information purposes only. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Daniels Financial is an investment advisor with Virtue Capital Management, LLC.   Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Daniels Financial.

Unique financial products that we offer.

We have partnered with Virtue Capital Management and are able to bring you some of the most effective and cutting-edge financial products in the entire industry. From our unique and proprietary Stop Loss Portfolios to our revolutionary new 401kPlanPro program, our  products are second to none. Go ahead and fill out the form below and you will receive instant access to more information about all of these exciting programs free!

 

 

 

Stop Loss Portfolios

Mitigate risk and achieve the growth you need with our Stop Loss Models. The goals of these portfolios are simple: One, achieve full diversification across all U.S. equity sectors. Two, help remove the emotional aspect of investing. Three, limit downside risk and participate during a market recovery. Read our free 12 page report on our unique Stop Loss Portfolios.

 

 

The 401kPlanPro Program

The 401kPlanPro is a personalized and comprehensive program designed to help investors make informed decisions with their company-sponsored retirement plans such as as 401(k), 403(b) and 457. The 401kPlanPro includes a unique Buyline® feature that offers quarterly buy/sell recommendations and more. It's quick, it's simple and helps you maintain complete control of your assets. Read our free report now for more information.

 

 

The Truth About Annuities

Should you consider investing in an annuity? If so what type? Fixed annuity, variable annuity, fixed indexed annuity? One of the keys to annuities is to invest in the ones that work the best for you and your family. We work with over 30 insurance carriers that provide many different types of annuities to help our clients reach their goals. Read our free annuities 101 report designed to help you better understand annuities.

 

 

When To Begin Taking Social Security

According to the U.S. Social Security Administration, there are approximately 5.5 million Americans qualifying for Social Security benefits every year. Social Security (SS) is one of the few remaining sources of lifetime, inflation-adjusted income available today, and it can play a very important role in a retirement income plan. Download and read the free report.

 

 

Gold and Silver Portfolio Diversification

Gold has been used as money and a source of value for over 6000 years. Gold is also viewed as wealth insurance protection. It is the most liquid monetary asset in the world. Gold coins are acknowledged and accepted throughout the world and can easily be stored, hidden, or transported. For this reason, owning physical gold represents financial freedom, privacy and safety.

 

 

Get Free Access To All Of  These Programs Now By Filling Out

The Form Below and Downloading The Reports Instantly.

CONTACT US

www.danielsfinancial.com | 423-332-4774

All written content on this site is for information purposes only. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Daniels Financial is an investment advisor with Virtue Capital Management, LLC.   Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Daniels Financial.

We are here to serve you 24/7/365.

Contact us here anytime.

Contact us here anytime or feel free to gives us a call. We look forward to getting to know you and help you advance your practice with proven methods and ideas now and into your financial future.

CONTACT US

www.danielsfinancial.com | 423-332-4774

All written content on this site is for information purposes only. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Daniels Financial is an investment advisor with Virtue Capital Management, LLC.   Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Daniels Financial.