Daniel Lindblad, CLU, ChFC, Financial Adviser for Eagle Strategies LLC, a Registered Investment Adviser and New York LIfe company. They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone.
These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family's wealth, lifestyle and dreams for the future.Let's get started - there's no better time than now.
These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family's wealth, lifestyle and dreams for the future.Let's get started - there's no better time than now.
Services
Daniel Lindblad CLU ChFC has over 33 years of experience, focusing on planning needs of employer groups and individuals.
We establish new and service existing group benefit plans designed to help maximize benefits while maintaining cost-efficiency.
As a financial adviser, Daniel provides customized planning to help companies and individuals in a wide range of planning areas.
Being a leader in the insurance and financial services industry means continually striving for improvement.
To keep pace with clients' needs, Daniel Lindblad from the Lindblad Financial Group offers insurance, financial products and services and quality client service.
We establish new and service existing group benefit plans designed to help maximize benefits while maintaining cost-efficiency.
As a financial adviser, Daniel provides customized planning to help companies and individuals in a wide range of planning areas.
Being a leader in the insurance and financial services industry means continually striving for improvement.
To keep pace with clients' needs, Daniel Lindblad from the Lindblad Financial Group offers insurance, financial products and services and quality client service.
We are here to help guide you through the often overwhelming process of creating an insurance and financial blueprint.
Review your individual situation and personal objectives.
Every family's financial situation is unique.
That's why it's so important to find out as much as we can about you and your financial goals.
The more we know about you, the more precise recommendations we can make and the more we can help you.
As a result, we may take some time to discuss your hopes, dreams and objectives - the things that really matter to you.
Review your individual situation and personal objectives.
Every family's financial situation is unique.
That's why it's so important to find out as much as we can about you and your financial goals.
The more we know about you, the more precise recommendations we can make and the more we can help you.
As a result, we may take some time to discuss your hopes, dreams and objectives - the things that really matter to you.
One of the best things about working for Lindblad Financial Group is being able to offer real-world solutions to people who have a genuine need.
We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
If you're looking for someone who promises you the world or shoots for the moon, you're in the wrong place.
At Lindblad Financial Group, we take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
If you're looking for someone who promises you the world or shoots for the moon, you're in the wrong place.
At Lindblad Financial Group, we take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
We don't believe in a "one-size-fits-all" approach.
Instead, we work with you to create a strategy that's based on your individual needs and objectives.
Let's talk: That's how it all begins-with a simple conversation.
Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.
Be open and honest: We'll try our best to anticipate your needs, but will never assume anything.
That's why it's so important to be as candid as possible when discussing your goals.
Instead, we work with you to create a strategy that's based on your individual needs and objectives.
Let's talk: That's how it all begins-with a simple conversation.
Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.
Be open and honest: We'll try our best to anticipate your needs, but will never assume anything.
That's why it's so important to be as candid as possible when discussing your goals.
What do you include when asked to determine the value of your total economic wealth?
If you are like most savvy investors, you probably turn to a balance sheet of financial assets such as stocks, bonds, mutual funds, real estate holdings, and retirement savings accounts to calculate your financial net worth.
This traditional definition of wealth, however, is incomplete.
It overlooks what may be your largest asset - your "human capital".
Human capital is the value of all your expected future income, including your pension income and Social Security benefits.
If you are like most savvy investors, you probably turn to a balance sheet of financial assets such as stocks, bonds, mutual funds, real estate holdings, and retirement savings accounts to calculate your financial net worth.
This traditional definition of wealth, however, is incomplete.
It overlooks what may be your largest asset - your "human capital".
Human capital is the value of all your expected future income, including your pension income and Social Security benefits.
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