Raymond James Financial Services, Inc. Member FINRA/SIPC | Financial Advisor in South Barrington ,IL

33 W. Higgins Rd.
Suite 2050
South Barrington, IL 60010
Phone: (847) 8518790ext240

Independent Solutions from Independent Advisors


About

Life changing events, such as retirement, divorce, and inheritance, involve critical financial decisions that have lasting consequences and must be made with great care.

I believe that achieving and maintaining financial independence, the main goal of my clients, is done on purpose, not by chance. You must plan for it, however the outcome is heavily influenced by the manner in which you navigate through volatile financial markets and changing times. For this reason, a trusted advisor who understands you and your priorities can be a valuable resource.

I also want to contribute to my clients' increased feelings of financial confidence and independence by:

- Treating each client as I would want to be treated
- Giving well-researched, thoughtful, and professional financial guidance
- Maintaining a conservative, long-term investment perspective
- Selecting and monitoring appropriate investments to meet each client's needs
- Planning to accomplish a suitable standard of living for every client
- Helping each individual maintain personal financial independence for their lifetime

17 Years of Experience



General Information
Firm Start Year:   2004
Name of Broker/Dealer:   Raymond James Financial Services
States Licensed in:   IL, WI, FL, MO, PA, CA, CO, IN, TX
Number of Years with Current Firm:   12
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors


Services
Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Insurance , Mutual Funds , Bonds , Stocks , Annuities
I can meet clients in the following ways:   At my office , Via phone , At your office , Via email , At your home


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Life , Variable Annuity , Long Term Care , Variable Life
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Crystal Lake Chamber of Commerce, St. Sophia Greek Orthodox Church, Faith in Action of McHenry County (non-profit assisting seniors), Crystal Lake Community Band


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $200,000
Compensation Methods:   Based on Assets , Hourly , Flat Fee
Fee % Based on Assets:   1%
Additional Details on Charges:   Fees vary depending on services and size of investment portfolio.


Education
Bachelor of Science - Mangement  Purdue University - West Lafayette, IN
1988-1992

CFP Professional Education Program  College For Financial Planning  - Denver, CO
1997-1999



FAQs

  • Do you have a customer satisfaction or refund policy? Customer satisfaction is the number one priority. There is no upfront financial commitment or charges, and clients can discontinue the relationship at any time.
  • What are your qualifications? What is your education background? I am a graduate of Purdue University (B.S. Management, 1992) and have been a practicing financial advisor for 17 years, 12 of which have been with Raymond James). I have worked with individuals from all walks of life, and have experienced the best and worst stock markets in our generation, first-hand.
  • What is your approach to financial planning? Listen to the client...understand their needs and their preferences so that recommendations are suitable and appropriate. Communicate clearly and frequently. Advice should be thoughtful and rational, so that you are prepared when markets act irrationally.
  • What services do you offer? Financial planning/investment advice, and on-going management of the financial plan.
  • How many clients do you currently manage? Approximately 175 households.
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Dan Savas, CFP

Dan Savas, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant, CFP�

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 7:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM
Sat. 9:00 AM - 12:00 PM