Helping People Establish Their Life Plan for the Future

For over 25 years Dan Allen has helped professionals, business owners and retirees make the most out of their financial resources.

Business Owners and Busy Professionals

By taking advantage of the unique opportunity to structure corporate and personal assets tax efficiently, Dan helps business owners - including farmers and self-employed professionals - put their business to work for them.

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People Preparing for Retirement


The 10-15 years prior to retirement can be some of the most enjoyable but demanding on your time and financial resources.

Dan will help you determine your retirement lifestyle goals and what you need to do to create & protect wealth to generate a predictable, tax-efficient income in retirement.

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Making sure you have enough to retire is top of mind for you.

Dan can work with you over the long-term and short-term to build your nest-egg, protect it and devise tax strategies once you've retired.

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