Daniel J. Milan

Background

About Daniel J. Milan

Financial professional and trusted advisor to families, individuals and corporations over 10+ year career. At Cornerstone (CFS) our mission is to obtain a deep understanding of our client's needs that we solve with highly sophisticated financial planning, tailored portfolio & wealth management, and an unbiased viewpoint. • The CFS standard is to always work with each client's best interests in mind, using highly experienced internal management which is never outsourced. • Team of experts create customized, easy to understand road maps which guide clients to retirement or business success. • Regular consultation to update and adjust the road map as needs change. • Unique approach serving as your trusted "CFO" by integrating financial planning, wealth management, estate planning, insurance, tax, legal, debt management and real estate expertise from a single, seamless point of contact. • Access for high net worth clients to alternatives including unlisted REITS, private equity, hedge funds, private placements, etc. For businesses, we additionally provide comprehensive 401k and benefits management, executive compensation strategies, insurance, succession planning, debt and equity financing management, transaction preparation, strategic advisory and more.