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

Maggiano's - Troy

Getting the Government out of Your Pocket

Increasing Income and Decreasing Taxes in Retirement

2089 W Big Beaver Rd, Troy, MI 48084

TUESDAY - June 15th at 6:30 pm (Free dinner)

THURSDAY - June 17th at 6:30 pm (Free dinner)

THURSDAY - June 22nd and 20th at 6:30 pm (Free dinner)

TUESDAY - June 24th at 6:30 pm (Free dinner)

CLICK HERE TO REGISTER

  • Learn how to get protection from a long term medical stay for pennies on the dollar!

  • Learn why your 401(k), IRA, 403b or 457 plan causes you to pay more taxes and less to spend in retirement.

  • How to protect your (and your parents) hard earned money from the SECURE Act.

  • Secrets to eliminate any government penalties from your savings no matter when you need the money.

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

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Filippa's Italian Grille

Keeping the Government out of your Pocket

Increasing Income and Decreasing Taxes in Retirement

45125 Mound Rd, Shelby Charter Twp, MI 48317

WEDNESDAY - June 30th at 6:30 pm (Free dinner)

THURSDAY - July 1st at 6:30 pm (Free dinner)

REGISTRATION NOT OPEN YET

  • Learn how to get protection from a long term medical stay for pennies on the dollar!

  • Learn why your 401(k), IRA, 403b or 457 plan causes you to pay more taxes and less to spend in retirement.

  • How to protect your (and your parents) hard earned money from the SECURE Act.

  • Secrets to eliminate any government penalties from your savings no matter when you need the money.

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

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