Dan Burch

Background

About Dan Burch

I am committed to a process of coordinating my client's protection, asset, liability, and cash flow decisions to make sure each plan is as efficient and effective as possible. Growing up in a small family business and now a husband and father of 6 children and 7 grandchildren, I understand that my physical and financial health are very important to the future of my family. By organizing these key areas, I provide my client's with a comprehensive look at their finances and I give them a dynamic method of documenting their progress which allows them to increase the use of their assets while minimizing risk and creating the most flexibility and options not only today but in the future. I work exclusively with Individuals, Families, and businesses. Also, A Team leader with extensive experience and talents in Building a loyal trusted relationship with existing customers and creating new customers. Successful, passionate, hunter, and closer with strengths in relentlessly working to maintain and develop positive customer relationships through sales, marketing, and leading multiple projects simultaneously from conception, execution, and implementation to completion./COMPLIANCE:2023-1435/