Daniel Honsberger (CFP®)
Daniel Honsberger focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
Planning Specialties
I work with clients with diverse circumstances to help them clarify their life priorities, and best utilize financial resources to achieve them.
A comprehensive plan may include some of the following: Goal planning, Cash flow planning, Education funding projection & planning, Tax projection & planning, Estate plan review, Savings planning, Retirement projection, Charitable giving plan, etc.
Additional Information
I provide financial advice on a project or hourly basis. As part of that, I provide advice on investments, but do not manage investments directly.
Outside the office, I enjoy fly fishing, boating, hunting, and reading.
NAPFA Start Date
January 27, 2017
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