George Dan
CEPA
State(s) Licensed: CA Insurance Lic. #4387279, CO, IL, IN, TX
190 S. La Salle St
Chicago, IL 60603
State(s) Licensed: CA Insurance Lic. #4387279, CO, IL, IN, TX
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
I routinely work with clients on several aspects of their financial journey:
- Asset allocations
- Retirement strategies
- Investment strategies
- Life insurance
- Extended care insurance
- Estate strategies
- Charitable strategies
- Wealth management
Have you asked yourself these questions?
As a fiduciary advisor, I help people feel less uncertain and become more confident in their answers:
- What can I do with an old 401k?
- How much life insurance do I need?
- When can I retire?
- Should I have a ROTH IRA?
- Is extended care insurance right for me?
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Location
Chicago Office
- Phone:
- 312-800-1822
- Mobile:
- 312-714-9845