Independent Financial Planning exists to help you make the
best financial decisions depending upon what is important to
Independent Financial Planning offers a unique opportunity for
you to discover, if you have not already done so, how your
financial life enables you to accomplish your real life goals.
I offer an array of services designed to help you do what is
valuable to you, whether that is retiring as soon as possible,
starting a year-round camp, or taking a year sabbatical with
your family to visit the national parks. Below are some of
the nuts and bolts elements I understand to help you
accomplish your dreams.
Income Tax Planning
Risk Management and Insurance
Company Benefits Planning
|Firm Start Year:||2015|
|States Licensed in:||VA|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Life , Health|
|Duration :||March 2015-Currently holding|
University of Virginia - Charlottesville, VA
August 2002-May 2004
Daniel Morgan founded Independent Financial Planning, LLC in January, 2015. He specializes in identifying solutions to address the unique goals and challenges facing investors. He uses comprehensive financial planning techniques for solutions to retirement, college, withdrawal, and philanthropic planning.
Prior to opening his own firm, Daniel spent four years with Reston Wealth Management as a wealth advisor and financial planner. He began his career in financial management with Smith Barney as a part of the Commonwealth Group where he specialized in portfolio design and implementation.
Daniel received his degree from the University of Virginia in 2004, and in 2014, earned the CERTIFIED FINANCIAL PLANNERô designation. A CERTIFIED FINANCIAL PLANNERô professional is an individual who has a demonstrated level of financial planning technical knowledge, experience in the field and holds to a fiduciary standard.
Daniel also sits on the board of Embrace Loudoun, a 501c3 non-profit organization that focuses on community development in Loudoun County, Virginia and the surrounds by creating caring connections that change the lives of under-resourced people in the community.
|Mon.||9:30 AM - 6:30 PM|
|Tue.||9:30 AM - 6:30 PM|
|Wed.||8:30 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||8:30 AM - 6:00 PM|
|Sat.||1:00 PM - 3:00 PM|