These books were written for two types of people; the first being the do-it-yourselfer who just needs a little guidance. The second type is the person who wants to understand what is going on with their individual retirement plan and will likely seek the help of a professional throughout the planning process.
That some achieve great success, is proof to all that others can achieve it as well.
~ Abraham Lincoln

The Union Worker’s Guide to Constructing a Retirement Strategy

Oftentimes Union workers are so focused on their careers and families that worrying about their retirement plan is low on their list of priorities. In many instances, years go by where little thought is paid to something that is essential to making the most out of life beyond those working years. This book was written for two types of people; the first being the do-it-yourselfer who just needs a little guidance. The second type is the person who wants to understand what is going on with their individual retirement plan and will likely seek the help of a professional throughout the planning process. Daniel J. DeVerna* has been a financial advisor since 1999 and is a current member of the Million Dollar Round Table. While in MDRT, he qualified for “Top of the Table”, which includes the top 1% of financial advisors in the world. In 2005, Daniel* formed Creative Financial Partners* alongside three esteemed colleagues who focus on helping clients meet their goals and realize their dreams.

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The Union Worker’s Guide to Dealing with a Retirement Strategy

Oftentimes, Union Workers are so focused on their careers and families that worrying about their retirement plan is low on their list of priorities. In many instances, years go by where little thought is paid to something that is essential to making the most out of life beyond those working years.

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The Medical Professionals Guide to Operating a Retirement Strategy

Oftentimes medical professionals are so focused on their careers and families that worrying about their retirement plan is low on their list of priorities.In many instances, years go by where little thought is paid to something that is essential to making the most out of life beyond those working years.

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The First Responders Guide to Protecting a Retirement Strategy

You might have insurance if you were to get sick or die, or if your house burned down, but is your family truly protected? Oftentimes, first responders are so focused on their careers and families that worrying about their retirement plan is low on their list of priorities. In many instances, years go by where little thought is paid to something that is essential to making the most out of life beyond those working years

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The Railroad Worker’s Guide to Keeping their Retirement on Track

Oftentimes, railroad workers are so focused on their careers and families that worrying about their retirement plan is low on their list of priorities. In many instances, years go by where little thought is paid to something that is essential to making the most out of life beyond those working years.

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Contact Dan*

Are you ready to start a conversation?
419-873-8500 x 1012

ddeverna@cfpohio.com

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