Daniel Mohr

Background

About Daniel Mohr

My clients employ strategies that are designed to maximize their wealth and financial flexibility. They have options, no matter what life throws at them. They are ready to take advantage of opportunities and to manage emergencies from a position of strength. My clients achieve this balanced strategy by employing deliberate tactics in the following areas: 1) Risk Management – Making sure we’re employing the correct tools to protect your wealth building potential and decision-making flexibility under all circumstances. 2) Cash-Flow Management – Cash is the fuel that allows our financial engine to run. Optimizing its flow onto and off of our balance sheet is key. We also need to make sure unexpected short-term issues don’t create long-term problems. 3) Tax-Strategies – Making sure we’re moving into-and-out-of the right tax environments for maximum Tax-Efficiency, while maintaining adequate Liquidity. 4) Investment/Debt Management – Focusing in on balancing Rate of Return and Income produced by our assets with the Stability we need to maintain a robust portfolio. My background as a tax professional gives me a unique and thorough perspective on closely-held businesses, their owners, and individuals. My uncommon approach helps them manage strategic decisions about how to grow, retain and distribute their wealth, while creating lasting legacies.