Advisor profile


My approach

Daniel Graham - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Daniel Graham - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Small Business
  • Employee Stock Options
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • RICP®Certified Retirement Income Planner
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • Member, Financial Planning Association

Education

  • Albion College, B.A. Chemistry, 1986

Interests

  • I enjoy boating, golf, and fishing
  • "My ideal day would include boating with friends and family"

Community participation

Battle Creek Community Foundation, Health Grant Committee; Southwest Michigan Rehabilitation Hospital Foundation Board; State YMCA of Michigan, Trustee; Fountain Clinic, Advisor for charitable gifts: local churchs,academic institutions, and other non-profit organizations

Awards & recognition

  • Ameriprise Circle of Success, 1999-2018
  • Ameriprise Diamond Ring Club, 2011