I launched the firm, (then known as Bullard Financial Group) in 1970 to help people successfully plan for personal and business financial security. I am a Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Certified Insurance Counselor (CIC) and a Registered Representative of The O.N. Equity Sales Company, member FINRA/SIPC.
I have earned numerous industry awards including earning Life Qualifying Honor Roll Member status of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals.®
In working with you, I analyze your current financial status — review your assets and current investment tools, and assess your probability of success in achieving your income goals. I provide recommendations to improve tax efficiency, enhance performance goals, and provide for the future.
SPECIALIZED ADVICE AND PLANNING FOR BUSINESS OWNERS
I enjoy working with business owners to help them develop and execute a financial plan that addresses common business concerns, including retirement income, talent retention, business succession, and investment.
I attended Yale University and Deerfield Academy and was in the Army Reserve.
I am active locally:
• Having served on the Police Commission, and as
• Elected official to the Branford Representative Town Meeting,
• Member of the Economic Development Commission
• The Stony Creek Association, and
• Branford and New Haven Chamber of Commerce
I live in Stony Creek with my wife and have three daughters, three stepchildren, and nine grandchildren. I am an avid sailor, and I enjoy swimming, bicycling, and golf.
Read about Dan's personal history with one of Connecticut's premier manufacturing companies.
Connect with me on LinkedIn.