DAN CASEY

DAN 'NEST-EGG SPECIALIST' CASEY

TEDx SPEAKER

BEST SELLING AUTHOR

"Dan is my Investment Advisor and I couldn't be happier.  Take the time to call Dan's office and see what he can do for you.  You won't regret it."

                                   Jim "JJ" Johnson - Client

IN THE NEWS

AT THE END OF 2017, FOX 2 NEWS ASKED DAN TO COMMENT ON LAST MINUTE TAX TIPS

The Trump tax plan's changed many deductions.  Some increased, some taken away entirely.  Dan discusses last minute tax moves and where to position your money in 2018 to potentially get more 'bang for your buck'.

Dan was invited in April of 2018 to talk at a Tedx event in Wilmington, Delaware.  With over 12 million views, this Tedx event is one of the most popular in the country.

In under 17 minutes, Dan takes you on a journey through 'Ellen's' life and every financial step that she should take.

WATCH A 'BEHIND-THE-SCENES' LOOK AT DAN'S ROLE IN LARRY KING'S MOVIE AND BOOK DEAL

Dan's recent trip to L.A. to visit Larry King ended in an Executive Producer role in Larry's movie and a chapter in his next book, "The Big Question".

Dan talked with Chris Wallace in June of 2018

Behind the scenes of Dan's talk with Chris Wallace at the Fox news studio in Washington DC.  

Upcoming Events

Filippa's 

45125 Mound Rd, Shelby Charter Twp, MI 48317

6:30PM Dec. 3rd & 5th

Registration Coming Soon!

Learn How You Can Get to the 0% Tax Bracket and Transform Your Retirement to Maximize Your Life Savings

At this complimentary dinner event, you’ll hear:

-Why many experts say that tax rates could double in the next 10 years

-Why IRA’s and 401K’s may present a “Catch 22” for investors

-How rising tax rates may reduce your lifestyle in retirement

-How withdrawals from IRA’s could cause you to lose up to one-third of your Social Security

-Tax-Free Investment strategies that help protect you from rising tax rates and ensure you’ll receive your Social Security tax-free

RECENT VIDEO'S FROM DAN'S YOUTUBE CHANNEL

I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font.

CLICK HERE

I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font.

CLICK HERE

I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font.

$500,000

I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font.

$450,000

VOTED NUMBER 1 REALTOR IN THE BAY

FREE REGISTRATION
NO HIDDEN FEES

I'm a paragraph. Click here to add your own text and edit me.

RECENT VIDEO'S FROM DAN'S YOUTUBE CHANNEL

I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font.

CLICK HERE

I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font.

$500,000

I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font.

$450,000

VOTED NUMBER 1 REALTOR IN THE BAY

FREE REGISTRATION
NO HIDDEN FEES

I'm a paragraph. Click here to add your own text and edit me.

OFFICES IN 4
LOCATIONS

I'm a paragraph. Click here to add your own text and edit me.

RECENT VIDEO'S FROM DAN'S YOUTUBE CHANNEL

These video's are meant to be informational.  Do not act on any advice without the proper consultation.  You may need to contact your own financial, tax, or legal professional.  Any discussion of investment performance is based on past performance and does not indicate future results.  Any guarantees discussed regarding annuities are based on the claims paying ability of the insurance company and are not FDIC insured.

Don't touch your IRA without watching this video first!  New IRS rules limit rolling over any IRA more than once in a 12 month period.  Misunderstanding can cost you huge.

SOCIAL SECURITY HACKS

Social Security can be the most important income you receive.  For many, it can be a significant percentage of their retirement income.  And once received, you have a limited time to make changes.  Once that time is over - you are locked in for life.

FREE 4 Part Video Series

ADVANCED STRATEGIES THAT WILL BLOW YOU AWAY!

This is must see TV if you're are retired or about to retire.  I'll show you how to eliminate RMDs, create tax-free income, still use existing strategies for Social Security, get long term care insurance with no premiums and more!

On the nationally syndicated show, "Right on the Money" Dan covers the 5 retirement myths that the media never covers.  Dan explains these minefields in easy to understand terms.

In this short video, find out if you have enough money to retire using real investments in real time.

In this three-part video series, I crammed every tip that I use for women in my practice.  It's close to an hour worth of material.

OUR

RETIREMENT

PLANNING

SERVICES

RETIREMENT PLAN
ROLLOVER SERVICES

As you approach retirement, we can evaluate your existing retirement accounts - pension, IRAs, SEPs, 401k plans, annuities - and make recommendations for generating income from these accounts.  We can also provide an overview of the options you have available for taking distributions from these accounts, and advise you on the most effective way to convert these assets into a steady income stream in retirement.

INVESTMENT PLANNING

We aim to customize our investment programs to match your particular investment objectives.  Our fundamental investment approach is to create a portfolio that is appropriate for you.  We also help you take advantage of all the tax-savings opportunities available.

ESTATE PLANNING

We will conduct a review of your current and projected financial situation, and devise a plan that will help ensure that your assets are distributed to your beneficiaries as you intended, in a tax and cost efficient manner.

WHAT OTHERS THINK

" Dan's book is brimming with straightforward personal finance strategies anyone can understand and use!  Dan provides powerful, practical advice on preparing for inflation with confidence."

BARBARA CORCORAN

ABC'S HIT SHOW, "SHARK TANK"

“Dan Casey has written a phenomenal book for those planning their retirement and especially those who are in retirement.  It is difficult to find materials that give those of us already in retirement pointers on how to reduce taxes.  "The Coming Inflation Crisis" is excellent and timely.  Most television financial analysts are looking carefully at what the Federal Reserve will do in the coming months.  

 

Dan is clearly ahead of the curve with suggestions and information.  At the same time, I will recommend Dan's book to my adult children who must shape their financial future in uncertain times.  A solid read, well worth the time!”

DORIS BISCOE

FORMER EMMY AWARD WINNER CO-ANCHOR, WXYZ CHANNEL 7 ACTION NEWS

 

TO CONTACT OUR TEAM 

PLEASE CALL OR EMAIL US:

Tel: 248-785-3734

Email: info@bridgeriverllc.com

Fax: 248-785-3735

40900 Woodward Ave, St. 305

Bloomfield Hills, MI  48304

© 2019 by Bridgeriver Publishing

ALTERNATIVELY YOU CAN FILL

IN THE FOLLOWING CONTACT FORM: