Professional

Mission Statement

My mission as a Wealth Management Advisor is to listen to and understand my clients' financial goals.

I accomplish this through a thorough client interview, reviewing their current financial situtation and then working with them to develop a holostic, comprehensive financial plan that will then act as a road map to help ensure the achievement of their financial goals.

As a member of my clients financial plan, I regularly meet with them to update their plan to uncover any changes that may warrent a change in our approach.

I am committed to continuing education to bring to my clients cutting-edge solutions that will apply at each stage of their lives.

Daniel J Orlovsky, ChFC®, RICP®, CLU®, AEP®

Wealth Management Advisor

 

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