“My wife and I worked with Dan, (who was) recommended to us through the Dave Ramsey Financial organization. With Dan’s expertise we were able to navigate the complex world of short and long term care for “end of life” issues. We found Dan to be knowledgeable, able to answer all of our questions clearly while understanding our financial situation. He was prompt with getting back to us with alternative plan possibilities that met our long-term goals. We would definitely recommend him for “end of life” financial planning needs.”

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