K. Bob Danias, CFP®
CERTIFIED FINANCIAL PLANNER™ - Financial Advisor & Practice Owner

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professional to pursue your financial goals.

Our Services

 

Planning

Danias Financial Mgmt believes that a thorough financial evaluation and a solid financial plan are essential for long-term investment success.

 

 

Investing

Danias Financial Mgmt does not use or have proprietary products, so every recommendation that we make has your best interest in mind.

 

 

Protecting

Danias Financial Mgmt offers a wide range of insurance options and will help you choose the strategy which best fit your goals & objectives.

 

 

Income

Danias Financial Mgmt can advise on various types of Retirement & Non-Retirement Income Planning & Distribution Options using Multiple Investment Platforms.

 

Need some personalized advice?

Contact Us Today

Blogs

fair lights in hands

Preparing for an Early or Unexpected Retirement

Bob Danias |
More Americans are retiring earlier than you might think Planning for retirement is without a doubt a long-term project that takes years of saving and adjusting to prepare for successfully. It certainly isn’t a fix it and forget it endeavor. But no matter how well you prepare or how diligently you save, the reality is that health issues, company downsizing, a worldwide pandemic, or simply personal preference may put you face to face with an...
coins in a cup with growing plant

What are the Benefits of Saving Early?

Bob Danias |
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have gotten their first good-paying job. The mantra of these young professional men and women is often to want to spend instead of saving, and it might be time that changed. Thus, we have brought together some of our favorite benefits of saving early, and how it can set you up for success.
Man wearing a mask

What History Can Tell Us About the Post-COVID-19 Investing Market

Bob Danias |
There’s no two ways about it – the COVID-19 pandemic has been a historic moment around the world. From the financial markets to our daily lives, many of the norms we took for granted back at the beginning of the year have been shaken up. Given the unprecedented nature of this disease’s impact on society, it may feel difficult to predict what a post-COVID-19 investing market will look like.