Helping You Build a Foundation for Financial Independence

As the financial advisory team on the Danos 401(k) plan, we want to help you on the journey to achieving your financial goals. We offer one-on-one education sessions that go beyond talking about 401(k) plan specifics. Instead, we collaborate with you to think big picture about your financial goals and how to achieve them.

Some commonly discussed questions include:

• How much should I save to the 401(k) to provide enough income in retirement?

• Where should I save outside of the 401(k)?

• How should I invest my 401(k) to achieve my long-term goals?

• When should I begin taking Social Security?

• How do I save for the kids’ higher education expenses?

• What lifestyle and budget choices can improve my ability to save?

• Is it possible to pay off debt, save for my future, and still enjoy life today?

• Do I need life insurance or disability insurance, and if so, how much?

Schedule Your 30-Minute One-on-One Session Today

These sessions are for you. You decide what we discuss.  

Each session will be scheduled for 30 minutes at Danos headquarters in Gray, LA.