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 CO, FL, IN, MI, NM, OH
Securities Registration Series 7 and 63
Securities Designations
AIF® Accredited Investment Fiduciary
LUTCF® (Life Underwriter Training Council Fellow)
CFP® (Certified Financial Planner)
Personal
When Dan is not working, he enjoys Aikido and riding motorcycles. In the summer, he tries to put a few hundred miles on his bicycle and often rides in the MS Bike to the Bay event in June to raise money toward the fight against Multiple Sclerosis. He used to live—and remains active in—Toledo’s historic Old West End, and he hopes to move back to that neighborhood one day. Dan is the technical director for the Ottawa Hills High School drama program.
