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Dan Brooks, Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing Understanding Critical Concerns of Retirement Planning

Dan Brooks discusses critical concerns of retirement planning. 

Listen to the interview on the Business Innovators Radio Network:

Retirement planning is a crucial aspect of financial management that can be overwhelming for many individuals. In a podcast episode featuring Dan Brooks, founder of Xexis Private Wealth, the complexity of retirement planning was discussed. Dan emphasized the importance of seeking guidance from a professional in retirement planning, especially for those with complex financial situations.

Dan highlighted that retirees often face a multitude of decisions, including Social Security, tax planning, estate planning, Medicare, and long-term care. These components of retirement planning are intricate and interconnected, requiring a comprehensive understanding to make informed choices. Without professional guidance, individuals may overlook critical aspects of their retirement plan, potentially leading to financial pitfalls in the future.

Moreover, Dan likened the role of a financial planner to that of a master technician for Audi cars or an interior designer for homes, bringing expertise and attention to detail to their respective fields. Similarly, a financial planner can offer valuable insights and strategies to help retirees achieve their financial goals and secure their future.

Dan shared: “Most people in retirement planning need to have a guide. They need somebody who has been there before, knows what to look for, knows the bear traps to avoid, and so on. If you have a very simple situation, of course, you can do it yourself. But I see people all the time who have quite a bit of money in a very complex situation.”

By working with a knowledgeable financial planner, retirees can gain clarity on their financial situation, understand the various components of retirement planning, and make informed decisions aligned with their goals and aspirations. Retirement planning is a critical and complex process that requires the expertise of a professional to navigate through the intricacies of financial decision-making.


About Dan Brooks

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years.

After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker.  Dan decided to enter financial services to find out how this could happen, and help others avoid it.

In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.

He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida.  Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.

Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer.  He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.

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Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.



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