Daniel Liehr
An Ameriprise Platinum Financial Services® Practice
daniel.b.liehr@ampf.com
My Philosophy
I've been helping people reach their goals for 10 years.
Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.
Interests
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Community ParticipationHospital Hospitality House of SW Michigan, Western Michigan Mensa, Downtown Kalamazoo Inc. | |
Qualifications
- Senior Financial Advisor
- Master of Business Administration
- Bachelor of Science Degree
- Master of Science Degree
Areas of Focus
- Asset Allocation
- Employee Stock Options
- General Financial Planning
- Women's Financial Strategies
- Investment Advice
- Small Business
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Saving for Education
License Information
I am licensed and registered to conduct business in MI.
Based on licenses and registrations I hold, I may also conduct certain business in CT, FL, IL, IN, NC, OH, PA, TX, MO
