The Step-by-Step Process to walk anyone from beginning investor to retirement. Dan walks you through his phrase "Life is Great" where each letter represents an important finance action to take at each point in your life.
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Dan is the founder of Bridgeriver Advisors, an investment advisory firm in Bloomfield Hills, Michigan. As a best-selling author and speaker, Dan is able to speak nationwide with his no-nonsense brand of financial management. And as a pure fiduciary, he stands by his clients with a strict 'no commission' policy on all investment strategies. Dan strives to help clients reach the retirement of their dreams.
He simplifies the financial landscape, so clients understand exactly where their money is and how it's effectively working for them with the lowest fees possible.
It's not what you make - it's what you keep! This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at www.ted.com/tedx