Daniel J. Corredor
Wealth Management Advisor
“2 Timothy 1:7 – For the Spirit God gave us does not make us timid, but gives us power, love and self-discipline”
About
As a Financial Planner Daniel knows first-hand how time consuming and challenging it can be handling your own finances. Daniel graduated from Florida Atlantic University and for over a decade, he has helped hundreds of clients achieve their goals on their path to financial security. Daniel works one on one with his clients to understand their current situation and create a personalized plan to get them to their desired future. His expertise includes wealth management, Investments, risk-based planning (Life insurance, Disability & Long-Term Care), tax mitigation strategies, retirement planning, estate planning, education funding and business planning. As a first-generation Venezuelan American, Daniel is fluent in English and Spanish. Daniel has participated over the years with multiple charitable organizations including Alex Lemonade Stand Foundation for Childhood Cancer, Proyecto America and Place of Hope. Whether you are looking to lay down a solid financial foundation or preserve your legacy, Daniel will guide you through each step so you’ll feel confident that you can do the things you’ve always wanted to—without having to worry if you can.
CRN202802-8166764
Career Snapshot
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
Ca insurance license #xxxxx | state of domicile: xx
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I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
