An independent agent who knows your needs
An independent agent who knows your needs
Your Agent
Your Agent
Dan Sherman is married with a young daughter. He manages his family's retirement and knows firsthand the challenges of aging with families in need of skilled nursing and assisted living.
Dan Sherman is married with a young daughter. He manages his family's retirement and knows firsthand the challenges of aging with families in need of skilled nursing and assisted living.
- Financial Planner with Harmon Street Advisors
- CSULB B.S. emphasis Investment Analysis
- UCI Certificate in Personal Financial Planning
- Candidate for CFP® certification
- Licensed Series 65, 63, and Life and Health
- Certified for Long-term care, Medicare, Annuities, Life, and other insurance products
Medical is the 1# expense
Medical is the 1# expense
Everyone needs to see a doctor and that can get expensive and scary.
Medicare only provides 80% of the payment to your doctor
MindWallet Medicare Solutions is part of MindWallet Investment Advisory providing clients with financial planning while understanding their medicare needs
To speak with a licensed agent
E-mail Dan@mindwallet.org
Participating member of the following organizations
