As a managing partner with the Armor Wealth Group, LLC; Daniel advises individuals, families and companies in wealth management, employee benefits, asset protection; retirement planning, portfolio review and related financial and protection issues such as insurance coverage for individuals, families and/or business.
Daniel’s financial and risk management practice is well diversified advising small business owners, corporations, executives and partnerships on asset allocation and principal retention; business growth, transfer and exit strategies; deferred compensation plans; college funding; executive tax strategies and benefits; estate conservation strategies; family protection; health care; investment diversification strategies; retirement income; risk management protection; and wealth accumulation.
With Daniel’s background in small business, corporate management and board member service; he also advises on the management of executive deferred income, executive & employee benefits, 401 {k} plans, cash participation plans, SEPs, IRA’s, 401 {k} & IRA rollovers, and related retirement planning matters. His practice involves working with key individuals, corporate executives and partners on deferred compensations plans as well as non qualified plans customized tailored to the organization.
By taking a holistic point of view with the client; Daniel and his partners offer innovative solutions and investment tax strategies to individuals and families as they plan their retirement and exit strategies whether passing on an inheritance or conducting family meetings to discuss intergenerational wealth and the family’s philosophy of philanthropic giving.
Daniel’s clientele include law and medical practices, dentists, chiropractors, health professionals, nurses, accountants, CPA’s, banking, middle management and the executive suite. Focusing on resolving problems and assisting his clients in the professional management of their individual investments as well as their portfolio’s; he also advocates strategies that aim to enhance downside protection of one’s principal and life earned savings.
The end goal is meeting and satisfying the client’s personal as well as business and/or family objectives. Prior to starting the Armor Wealth Group, LLC; Daniel has a three decade plus corporate business history of delivering successful qualitative results with domestic and international subsidiaries and enterprises involving many industries. Having served as a Corporate Officer for a small /micro cap public organization; Daniel understands the dynamics and challenges faced by middle and executive management whose responsibilities may include corporate planning, mergers and acquisitions, investor relations, retrenchment, research & development, procurement and public relations.
His education includes a B.A. from the University of Illinois [Urbana] and an MBA from the Lake Forest School of Management. Post graduate studies and certifications include educational programs at the University of Chicago, Northwestern University, Stanford University and Yale. He holds his Series 7 and 66 securities registrations through LPL Financial and is Life, Health and Accident licensed within the State of Illinois and CA.