It all adds up to a financial plan that’s made just for you
There are likely dozens, if not hundreds, of factors you’ve never considered when it comes to planning your finances: the trifold difference that when you choose to retire could have on your long-term lifestyle; where the truest risk lies within your financial plan (hint: it’s not stock market fluctuations); or how the type of life insurance product you choose can dramatically reduce your estate’s tax burden, to name just a few.
With more than 30 years in the business, including more than a decade as a HollisWealth Insurance Consultant, Dan Burjoski brings a deeply sophisticated understanding of how each seemingly small decision can play an exponential role in your long-term financial picture. More importantly, Dan has expert knowledge of how to apply mathematics to reveal the optimal choices for each client’s unique circumstances. As Dan is fond of saying, “the math never lies.”
But just because he’s a numbers guy doesn’t mean Dan lacks a personal touch. “I am not giving my clients a root canal,” says Dan. “I am making their lives better. I want my clients to pay as little tax during their lifetime as possible. I want them to leave as much of a legacy as possible. And I want them to enjoy the process of working with me.”
An engaging and knowledgeable presenter, Dan is keen on sharing his insights with other financial advisors and insurance consultants across North America. Each year he conducts between 30 and 50 speaking engagements on behalf of HollisWealth and other major organizations.