Daniel J. Rooney

"To educate and empower individuals to take appropriate action to live the life they most desire"

An expert in wealth preservation and retirement planning, Daniel and his team are passionate about helping others achieve a fulfilling and fruitful life. They work with clients entering each chapter of life, helping them to realize their goals and make progress towards a financially sound future. Our specialty is in working with medical device professionals, physicians, attorneys, & business owners to uncover the tailored solutions best suited to each party's needs.

Naturally a creative thinker, Daniel's unique approach to planning is defined by choice and optionality.