Plan for the present and the future with Daner Wealth
Management. Personalize your retirement savings plan with a timeline or build a
plan that meets your financial goals with the help of Marc Daner鈥攁 highly
experienced financial advisor in
Alpharetta, GA. He’ll educate you about your retirement and wealth management
options so that you can make informed decisions for your financial future.
Together with the team, we bring deep experience in money management to create
the most suitable retirement plan for you, considering your changing life
circumstances, goals, milestones, and financial priorities. At Daner Wealth
Management, we prioritize your interests, which is why we always ensure we
provide client-first service.
Personalize your retirement savings plan with a timeline or
build a plan that meets your financial goals with the help of Marc Daner鈥攁
highly experienced financial advisor in Alpharetta, GA.
Services:
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Integrated
wealth planning
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Investment
management
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Retirement
planning
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Liability
management
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Wealth transfer
planning
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Estate
planning strategies
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Tax
planning strategies
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Charitable
gifting
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Education
funding strategies