Before joining Juetten Personal Financial Planning, LLC. as an Investment Advisor Representative, Dan was a nationally recognized expert on retirement plans for companies and small business owners. His expertise was the subject of features in the Wall Street Journal, Forbes, Money Magazine, Inc., CFO, Nation’s Business, Kiplinger’s Personal Finance Magazine, U. S. News & World Report, MSN.com and on the Business Radio Network.
As the founding principal of Retirement Planning Associates in 1988, he has specialized in the design and installation of retirement plans as well as general financial counseling for more than 25 years. His goal was to provide clients with objective advice, to help them get the best retirement plan at the lowest cost and to provide a high level of ongoing service. His commitment was to work with clients in a clear, objective, responsive, service oriented fashion. Working with Juetten Personal Financial Planning provides an avenue to continue that commitment to working with individual investors.