Independent Financial Planning | Financial Advisor in Reston ,VA

11710 Plaza America Drive
Reston, VA 20190
Phone: (571) 969-1458

Make Wise Financial Decisions To Do What's Important To You


About

Independent Financial Planning exists to help you make the
best financial decisions depending upon what is important to
you.

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.

Investment Management
Retirement Planning
Estate Planning
Income Tax Planning

Education Planning
Philanthropic Planning
Risk Management and Insurance
Company Benefits Planning


General Information
Firm Start Year:   2015
Insurance License#:   586995
States Licensed in:   VA
Qualifications & Memberships
Insurance and Annuity Licenses:   Life , Health


Board Positions
Organization:  Embrace Loudoun
Position :  Director
Duration :  March 2015-Currently holding


Education
Bachelors  University of Virginia - Charlottesville, VA
August 2002-May 2004



FAQs

  • What is your approach to financial planning? Independent Financial Planning has many financial planning tools to use but the approach is always the same - goal-based financial planning. We mutually recognize your goals and personality then walk through the implementation process together and provide consistent monitoring.
  • Will you be the only person working with me? Daniel Morgan, the managing director of Independent Financial Planning will be your main point of contact.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? No, all investment clients of Independent Financial Planning allow for discretion. They realize that we know our client's goals and make portfolio adjustments as necessary.
  • Do you offer any guaranteed results? No, and if anyone does you should seek a second opinion. Call me, I'll tell you why.
  • How much risk should I be willing to take? This depends upon your goals, personality and understanding of risk. It will be mutually agreed upon once we get to know you.
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Daniel Morgan

Daniel Morgan

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


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 PLANNER™ designation. A CERTIFIED FINANCIAL PLANNER™ 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.

Office Hours

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