Dan Reese
Dan Reese is a Founder, Senior Wealth Advisor based in Jackson, Michigan with 24 years of experience in the field. He has worked with families since 2001 to develop prudent strategies in pursuit of long-term financial success. Taking a comprehensive approach, Dan focuses on each of the areas of wealth management including making smart choices with money, mitigating taxes, taking care of heirs, protecting assets from being unjustly taken through litigation or divorce, and charitable giving. Learn more here .
Articles by Dan Reese
- Retirement & Income Planning
From Owner to What? Preparing for Life After a Business Exit
Practical exercises to help business owners design their ideal week, align with their spouse, and prepare emotionally for what comes next.
- Retirement & Income Planning
Turning Roth Conversions Into Long-Term Tax Control
Walks through how Roth conversions, a taxable event, can fit into a broader retirement and estate plan for high-income earners.
- Money & Life
Thinking About Buying Gold? Read This Before You Convert Your Savings
From physical bars to ETFs, Dan explains the pros, cons, and costly surprises many people overlook
- Retirement & Income Planning
The $1 Mistake That Could Cost You Thousands in Retirement
Did you know that even one extra dollar of income in retirement may trigger higher taxes, Medicare premiums, or health insurance costs?
- Money & Life
Why Clear Communication Is the Cornerstone of Estate Planning
What does it take to help ensure your wealth supports your family and favorite causes even after you’re gone? #estate #family
- Money & Life
Back to Basics: How to Take Control of Your Financial Future
Tune in to learn how to better identify your financial goals, prioritize budgeting at every life stage, and understand the power of compounding returns