Retirement Income Planning for Successful Families
You built assets.
Retirement won't run itself.
Many Successful families retire with substantial assets, but no coordinated plan for income, taxes, and family outcomes.
36+
Years of Experience
Hundreds
Of Successful Retirements
About Dan Tasciotti
A broadcaster who learned to listen. An advisor who speaks plain English.
For seventeen years, Dan was an on-air Emmy Award-winning television news broadcaster. With a Master’s from Syracuse University he covered everything from presidents to everyday people. He learned the skill that would define his second career: the ability to take something complicated and make it feel simple, human, and true.
When broadcasting began to change and stability mattered more than bylines, with two kids, a wife, and a desire to stop relocating, Dan earned an MBA nights and weekends, discovered financial services through his father-in-law, and never looked back.
When broadcasting began to change and stability mattered more than bylines, with two kids, a wife, and a desire to stop relocating, Dan earned an MBA nights and weekends, discovered financial services through his father-in-law, and never looked back.
A Relationship Built on Trust
When you Work With Dan, You Work With Him Directly
You and I will work together personally. My team, Ana Maria, Nick, Alicia, Mason and Brady are here to add further specialized expertise and guidance.
36 years of helping turn retirement uncertainty into quiet confidence.
Experience across major market cycles, the 2001 crash, the “lost decade”, 2008 crash, COVID.
36+
Years of Experience
Hundreds
Of Succuessful Retirements
Complex ideas explained in plain English. No jargon. No charts for charts’ sake.
A Different Focus.
Many of my clients already have a wealth building advisor. They work with me to spend more, pay less to the IRS, and leave more to their family. Waiting too long to prepare can cost you your best options.
Connect With Dan
If you are headed toward retirement, want to spend freely, not lose what you have, send less to the IRS, and leave more to the next generation, I can help.
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