We provide investment management and retirement planning strategies for a flat fee.

About Daniel

Daniel has over a decade of financial services experience working with families and their finances. I started my career as a loan officer at State Employees’ Credit Union in NC and eventually found my way to being a Lead Financial Advisor working with over 100 families at Parsec Financial(now Modera Financial). Along the way, I became increasingly skeptical of the Assets Under Management (AUM) fee model of many advisory firms. In 2021, decided to start Refocus Financial Planning, a Flat Fee financial advisory firm. I love this opportunity to help individuals and families make sense of their financial world, and make wise choices in investing their savings and enjoying retirement.

What we do:

We help retirees and pre-retirees invest wisely, minimize taxes, and feel confident about their future, all for a fraction of the cost of most advisors.

How we are different than many advisor:

  • Not only are we Fee-Only, we are also Flat-Fee

  • We believe in low-cost, tax-efficient portfolio design

  • We love alternative investments, like Real Estate and believe they can add value over the long-term

Some of the ways we help our clients:

Investment Management

Tax Planning

Retirement Planning

Estate Planning

Insurance Planning

What are the Next Steps?

Professional Designations and Affiliations:
XY Planning Network
Fee Only Network

As Seen in:

Link to article about talking with your kids about money
Link to Wall Street Journal article that Daniel is quoted in about going back to school
Link to MarketWatch article that Daniel is quoted in about Coinbase stock

Stay in touch.