Pre-Retiree
“Retirement-income planning is the most complex problem I’ve analyzed in my career.” – William Sharpe, PhD, Winner Nobel Prize in Economics
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Dan Moisand
Principal
CFP®
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Living off your savings is very different than building a nest egg. There are a lot of new obstacles to face and questions to answer.
Working in Retirement
Life can get simpler but the tax laws applicable to working retirees can get complex fast. Navigate that well and you can benefit greatly.
Major Milestones I Specialize In
Early Retirement or Financial Independence
You work hard for your money. Your money should work hard for you. There are multiple dimensions to building to a “work optional” life.
Retirement Planning
To enjoy retirement with confidence, you need a clear, flexible strategy for how you’ll spend, save, withdraw, and protect your wealth.
Sudden Wealth or Inheritance
Game changing money requires a sound plan, managed well to have the most positive impact on you and your life.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We are a fee-only wealth management firm serving retired and near-retired individuals and families in Florida and across the coumtry through financial planning, tax advice (not just tax planning), and investment management. Our mission is to be “A Sanctuary from the Noise®.” We’re confronted by news, ads, and “must-haves” 24/7. With so much noise to filter through, it can feel impossible to find the approach that’s actually right for you. We know that your time is valuable, so our mission is to help you cut through the noise so you feel confident and secure with your financial future. Personal finance can feel overwhelming these days. With so much information across platforms, it’s easy to get caught up and make decisions based on what you’re hearing instead of what’s right for you. At MFT, every advisor is a CERTIFIED FINANCIAL PLANNER® professional – it’s our minimum standard. We’re financial planners and true investors, not speculators. We manage investment portfolios but don’t “play the market,” try to time the market, or otherwise gamble with your money. We take the time to understand your unique situation and give you straightforward, personalized advice based on our years of experience and financial expertise. Our goal is to help you feel confident and in control, no matter what’s happening in the headlines. We’re proud to be truly and fully independent and 100% employee-owned. With exceptional employee and client retention, our team is built to last. We’ve also put a solid internal succession plan in place, ensuring the firm stays truly independent for generations to come. We are proud to be one of the most highly acclaimed and decorated firms in America. We’re big enough to offer expert guidance yet small enough to truly know you and understand what matters to you most. You’re not just hiring one advisor, you’re hiring the entire team supporting our fee-only financial advisors to help you navigate every element of your financial plan.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.