Daniel C. Caffrey

Investment Advisor Representative

CFP®, ChFC®, CLU

Osaic Wealth2250 E Parham Rd, Richmond, VA 23228

Broker Affiliation: Osaic Wealth

Languages: English

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

Business Owners, Executives, Retirees or Seniors

Major Milestones I Specialize In

Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning

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

Daniel C. Caffrey, CFP®, ChFC, CLU assists clients in pursuing their financial dreams by designing plans to help address their goals and objectives. Daniel has been a Financial Representative for 30+ years allowing him to offer his clients a wealth of knowledge and experience. Daniel's experience includes, but is not limited to, providing clients with an understanding of how to pursue financial independence in their personal and business lives. To best serve his clients, Daniel is strongly committed to personal development and staying current in today's fast-paced and changing marketplace. His vast understanding of the financial issues facing people today serves as a basis for how he works with his clients; helping them realize their financial independence. He specializes in money management, retirement planning, IRAs, and retirement plan design, implementation and administration. Also, he helps his clients with their protection needs through life insurance, Long-Term Care Insurance and Disability Insurance. Financial Accounting Services, Ltd. is a sister company of Chartered Financial Planning Associates, Ltd. offering tax planning advice to their clients. If you're thinking of retirement and need investment planning, he'd be grateful for the opportunity to assist you.

Disclosures

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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.