Helping to build and protect wealth
Dan Finkel has been a member of Savage and Associates since 1999. He helps clients build wealth by assisting with retirement savings, and protect that wealth with life, health, and disability insurance. He is focused on trying to keep investment fees and expenses low compared to others in his industry. Dan would like everyone to have a monthly savings goal leading up to retirement and a sustainable withdrawal rate in retirement. Those in retirement often seek help with Medicare plans and Medicare Supplement insurance with Dan.
Education
Dan is a graduate of Miami University, where he earned a Bachelor of Science degree in business.
Registrations
Securities Registered in CA, CO, FL, GA, IN, KY, MA, MI, NC, NM, NY, OH, TX
Securities Registration Series 7 and 63
Securities Designations
AIF® Accredited Investment Fiduciary
LUTCF® (Life Underwriter Training Council Fellow)
ChFC® (Chartered Financial Consultant)
CFP® (Certified Financial Planner)
Personal
Dan enjoys Aikido, which he as been practicing for over 25 years. In the summer he loves bicycling and often several hundred miles on the bike each summer. Each year he participates in the MS Bike to the Bay event which raises money to help fight Multiple Sclerosis. When he doesn’t feel like pedaling though, he might hop on one of his motorcycles. He currently lives in Toledo’s Historic Old West End and is active in the neighborhood to help keep it one of the best places to live in the area.
