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

JULY, 2020 - CHANNEL 7 NEWS

Dan was asked to explain last minute tax strategies.

JANUARY, 2020 - FOX 2 NEWS ASKED DAN TO COMMENT ON THE NEW LAW THAT BEGAN 1/1/2020 CALLED THE SECURE ACT

The largest change to retirement planning since the Pension Protection Act of 2006 was signed into law on 12/20/2019 by President Trump.  This $15.7 Billion back door tax increase will likely be paid by Baby Boomers and their parents.

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".

APRIL, 2018 - DAN WAS INVITED TO TALK AT A TEDX EVENT IN WILMINGTON, DELAWARE.

In under 17 minutes, Dan takes you on a journey through 'Ellen's' life and every financial step that she should take.  With over 20 million views, this Tedx event is one of the most popular in the country.

JUNE, 2018

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

Upcoming Events

Upcoming Events

Troy Community Center

The Secrets of Wills and Trusts

3179 Livernois Rd, Troy, MI 48083

1:00 PM November 11th & 12th

Live at the community center

CLICK HERE TO REGISTER

At this complimentary event, you’ll hear:

  • Why a Will is Not Enough:  A will is just a letter to the probate Judge detailing your wishes....but the Judge can do whatever they want! And if you have no will at all, the government will create one for you...yikes!

  • ​The ONLY way to make sure ALL your wishes are known after you pass (and while you're alive too) is to get a trust: Maybe you remember the secret life of Charles Kuralt, host of 'On the Road'.  Half of his estate went to a girlfriend.  Or how about the Terry Schiavo case?  She suffered brain damage from cardiac arrest and was incapacitated for 15 years while her husband and family fought!

  • Why sharing ownership with your children can cause the ultimate nightmare scenario.   Yes, putting your children as co-owners will help smooth the process of passing on those assets.  But wait till you hear what nightmare scenario this almost always causes!  It practically eliminates one of the largest tax breaks given!

CARES Act Webinar

CLICK HERE TO REGISTER

Learn How Avoid the Coming Tax Tsunami!

  • Possibly Add Thousands of Dollars to Your Tax Free Cashflow:  And all without adding a DIME to your portfolio.  This is going to blow your mind! 

  • ​How to Get Money out of your IRA and/or 401k Without Penalty: And how to spread the tax bill out over multiple years! You'll be kicking yourself if you don't do this strategy.

  • ​The Strategy to Get Your Own Investments to Pay for the Tax Bill!:  We are going back to basics on this one!  This strategy alone will make your jaw drop.

Rochester Community Center

The Secrets of Medicare

816 Ludlow Ave, Rochester, MI 48307

1:00 PM October 27th  or October 29th

Live at the community center

The health insurance plans available when you turn 65 are nothing short of amazing.  But with choices comes complexity.  Dan makes the complex simple by explaining it in easy to understand terms.

CLICK HERE TO REGISTER

THE SECRETS OF MATCHING THE BEST HEALTHCARE PLAN FOR YOUR RETIREMENT:

  • ​Medicare Hack: Once you learn the basics, you'll be amazed at how easy it is to pick the perfect plan for you!

  • ​The Secrets to Picking the Plans that Rarely Change: Once you pick the perfect plan for you, how to make sure that yearly changes rarely affect you.  It's the set it and forget it plan!

  • ​How to Avoid the Mistake that Can Never be Reversed and Could Cost you Everything!: You have one chance to get this right.  Miss your opportunity and the Government could shun you for the rest of your life.

  • ​Learn How to Get a Doctor to Review your Plan Choices:  Some Doctors believe different illnesses are best served by non generic drugs and some will be treated just as well with generic drugs.  This inside knowledge could save you thousands of dollars in drug costs

RECENT VIDEO'S FROM DAN'S YOUTUBE CHANNEL

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.

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.

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.

Everyone has a plan on how to get money into these accounts, but no one EVER has a plan to get it out!

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!

There is a reason why more money is going into ETFs than mutual funds.  With bloated fees and severe under performance, you should run not walk away from mutual funds.

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 and with the SECURE Act in mind.

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

 

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Bloomfield Hills, MI  48304

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