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About Daniel Shub
Your retirement portfolio is your most important asset, you need skilled, Fiduciary representation that you can trust.
I specialize in working with successful individuals and families to manage and protect their assets.
Many of my clients are engineers, IT professionals and retirees from GM, Ford, Chrysler, GD, HP, DXC and other companies who need help implementing wise financial strategies.
My comprehensive service set includes a review, discussion, and implementation in the following areas:
I work with a select group of clients who can appreciate close, personal relationships and can benefit from the value I add to their lives. With over 20 years of experience in the financial industry, I take pride in being able to assist clients on their path to financial freedom. My approach to helping clients achieve their life aspirations has been highlighted in Forbes, Bloomberg Businessweek, CNBC, Market Watch, Yahoo Finance, and many ABC, NBC, CBS, FOX affiliates across the country.
Along with being a contributor to Kiplinger.com, I am also the author of “Simple Steps to Wealth in Retirement”.
I am holding the Registered Financial Consultant® designation, attained the Accredited Investment Fiduciary® (AIF®) credential, passed the Series 65 and 63 securities exam and hold Insurance license. My family and I make our home in West Bloomfield, Michigan. As a husband, father, business owner and financial professional, I know the value of trust, understanding, and close relationships.
If this sounds like a potential fit, I am happy to learn about you to see whether I can help.
I specialize in working with successful individuals and families to manage and protect their assets.
Many of my clients are engineers, IT professionals and retirees from GM, Ford, Chrysler, GD, HP, DXC and other companies who need help implementing wise financial strategies.
My comprehensive service set includes a review, discussion, and implementation in the following areas:
- Evidence-Based Investing grounded in Nobel Prize-winning academic research
- Retirement & Cash Flow Planning
- Tax Planning
- Estate Planning
- Insurance Planning
I work with a select group of clients who can appreciate close, personal relationships and can benefit from the value I add to their lives. With over 20 years of experience in the financial industry, I take pride in being able to assist clients on their path to financial freedom. My approach to helping clients achieve their life aspirations has been highlighted in Forbes, Bloomberg Businessweek, CNBC, Market Watch, Yahoo Finance, and many ABC, NBC, CBS, FOX affiliates across the country.
Along with being a contributor to Kiplinger.com, I am also the author of “Simple Steps to Wealth in Retirement”.
I am holding the Registered Financial Consultant® designation, attained the Accredited Investment Fiduciary® (AIF®) credential, passed the Series 65 and 63 securities exam and hold Insurance license. My family and I make our home in West Bloomfield, Michigan. As a husband, father, business owner and financial professional, I know the value of trust, understanding, and close relationships.
If this sounds like a potential fit, I am happy to learn about you to see whether I can help.
Author
Simple Steps to Wealth in Retirement
In the media
Contributor to Kiplinger
3 Strategies To Increase The Value of Your Estate
Financial Planning
The Street
Round The Table
3 Strategies To Increase The Value of Your Estate
Financial Planning
The Street
Round The Table