Dan Loose, CFP<sup>®</sup>

Dan Loose, CFP^®

Dan Loose, CFP<sup>®</sup> - Financial Advisor

Dan Loose, CFP^®

Medicus Wealth Planning, 699 E. South Temple St
Salt Lake City, UT 84102

(801) 243-0705

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

I am a fiduciary. I receive no commissions from selling products. I am paid by you for taking the time to learn about where you are currently and where you want to go. We then work closely together to formulate a plan that gets you to that goal.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Dan Loose is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Salt Lake City, UT and the surrounding communities.

Financial Advisor Overview

My "Why" at MedicusWealthPlanning.com

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Financial Advisor Experience

I have over 20 years experience in corporate finance, business development, business consulting, capital budgeting, and real estate.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: Utah

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Limited Partnerships, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

More

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

I am a fiduciary. I receive no commissions from selling products. I am paid by you for taking the time to learn about where you are currently and where you want to go. We then work closely together to formulate a plan that gets you to that goal.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

Helpful Financial Planning Resources

Retirement

retirement savings

Working on It - Your 30s Through Your 40s

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Will You Teach One Financial Lesson?

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your 50s and 60s

The Home Stretch - Your 50s and 60s

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Financial Records to Keep

What Records Do I Need to Keep

I was working on my spring housecleaning the other day ( I know I was supposed to do this three months ago but tax season got in the way!) and...

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