Daniel J. Stefanski's Linkedin Analytics

As an independent financial planner, I have helped many families navigate their unique goals and concerns, while fully educating them on the strategies and tools we can use to enhance their financial position. Physicians and other medical professionals tend to have many unique planning needs. These complex needs require additional attention and service to be handled adequately. Some of which include but are not limited to: 🥼Variable Income Planning 🥼Debt Management & Repayment 🥼Insurance Needs 🥼Delayed Investment Strategies 🥼Proactive Tax Planning 🥼College Savings 🥼Business Planning Above all else, it is crucial to have somebody who is keen to the constant evolution of industry standards and can plan with them proactively, and not reactively. As a fully virtual financial planner I have the convenience to meet with busy professionals like yourself through a click of a link. If you are open minded to seeing how a financial plan could provide structure for your financial future, feel free to DM me on Linkedin, subscribe to my newsletter, or give me a call! Daniel J. Stefanski 2301 Cherry St. Suite C1 Philadelphia, PA 19103 Direct: 845-337-2288 Office: 215-454-2597 www.ccp.group