The Baby Boomers Guide to a Rockin Rollin Retirement

Author of The Baby Boomer’s Guide to a Rockin’ & Rollin’ Retirement and child of the Sixties, Danny Smith is a financial advisor helping Baby Boomers everywhere prepare for the groovy years that lie ahead. He believes that planning for retirement should be just as enjoyable as the long, strange trip that got you to where you are today. A baby Boomer himself, Danny approaches each of hos potential clients with a “get to know you” attitude, reminiscing on the days of classic rock while also tapping into what each individual is looking to get out of their retirement years.

What sets Danny apart from others in his field is his dedication to his relationships with his clients and his close connection to the generation currently planning for retirement. Before commitment is ever discussed, Danny offers a complimentary Discovery Session as a way of “shaking hands.” This can be a discussion centered on your financial goals or just a friendly conversation about your taste in music. The purpose is to make sure that the partnership is a good fit for everyone. Once Danny knows a client and their goals personally, he seeks to continue the relationship with them throughout their entire financial future, helping them stay on track and manage their wealth wisely every step of the way.

The Baby Boomer’s Guide to a Rockin’ & Rollin’ Retirement is a great place to begin when thinking about your future financial plans. This guide covers everything you need to think about in preparing for your rockin’ retirement, while weaving classic rock references in with Danny’s invaluable advice. This entertaining collection or insightful and practical guidance is a must-read for anyone preparing for a long and fulfilling retirement.

Danny Smith has been in the field of financial advising for over 40 years. He is the president of Daniels Financial Group where he developed his Asset Harvester Process, helping people accumulate wealth and preserve it throughout their lifetime. He is a Qualifying and Life Member of the Million Dollar Round Table (MDRT) and serves on the Executive Board of the Cleveland/Akron Chapter of the Society of Financial Services Professionals (FSP). A passionate and moving speaker, he has been asked to speak all over the US and internationally.

Danny developed his Asset Harvester Process to help others determine their ideal retirement and prepare for the unexpected in order to provide a personalized strategy for a sound financial future. At a young age, Danny’s father passed away suddenly, leaving his mother with three children, unpaid bills, a mortgage, no life insurance, and very little money. He genuinely enjoys connecting with his clients and helping insure that their futures are as bright and secure as possible.

Danny lives in Avon, Ohio and has been married to his wife, Brenda for over 40 years. In their leisure they enjoy spending time with the family, traveling, and checking out live classic rock concerts.

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA(finra.org)/SIPC(sipc.org). Daniels Financial Group and Mutual of Omaha Investor Services Inc. are not affiliated. Daniels Financial Group located at 5505 Detroit Road, Suite A, Sheffield Village, OH 44054. This is not an offer or solicitation in any jurisdiction where Danny is not authorized to do business.