Dan Christiansen

I help people nearing retirement - and in retirement - achieve their goals of being able to enjoy the lifestyle they envision. I accomplish this by conducting a retirement sensitivity analysis to help identify the issues we need to pay attention to and by continuously monitoring the needs and wants of my clients. In addition, in many cases I act as my clients “CFO” and provide high levels of personal service that often exceed what they were accustomed to in the past.

---

Investment Philosophy

I believe in following an actively managed approach using fixed income instruments such as bonds, exchange traded funds, preferred stock and other investments to provide a base of dependable income. I also incorporate tactical solutions including options such as covered calls to help smooth out the rough areas of the markets.