This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $25,000
Minimum client income required: No minimum required
Title: Senior Financial Advisor
Offering advice since: 1998
Areas of focus:
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Daniel Liehr:
I've been helping people reach their goals for 10 years.
Our unique and collaborative Dream> Plan> Track> approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we're tracking progress against your plan and making adjustments if necessary.
Have owned 5 Corvettes
Ride a Harley with a group of policemen
Attend Leman's series car races with my son
Have a great "bucket list" that I am working on
Hospital Hospitality House of SW Michigan, Western Michigan Mensa, Downtown Kalamazoo Inc.
Compensation and Fee Structures:
Fee or hourly rates.
Licenses, Certifications & Affiliations:
FINRA Series 7,63,65
Life, Health, Variable Insurance
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Chartered Retirement Planning Counselor (CRPC)
Business Financial Advisor
I am licensed and registered to conduct business in MI.
Based on licenses and registrations I hold, I may also conduct certain business in CT, FL, IL, IN, NC, OH, PA, TX
BS, University of Illinois, 1973
MS, University of Illinois, 1974
MBA, Lake Forest, 1991
Will provide references upon request?
Contact Information for Daniel Liehr
Phone: (269) 720-9931
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Address for Daniel Liehr:
151 S. Rose Street
Kalamazoo, MI, 49007
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