CONNECT

Address:


430 N. Main Street

East Peoria
, IL 61611

Phone:

Toll Free: (800) 665-7920

Fax/Other:

(309) 699-8889

Dan Flores LUTCF

Partner

 

http://legacyinvestmentsonline.com/new/legacyinvestmentsonline/bio/DanFloresBio12_11.JPG

Daniel J. Flores, LUTCF

Investment Advisor Representative

Legacy Investment Services, Inc.

3701 E. Evergreen Drive, Suite 200

Appleton WI  54913

 

BACKGROUND / FOCUS

As a financial professional since 1996, Dan’s vision and motivation has always been focused on developing strong relationships with his clients by keeping their best interest above all else.


Prior to joining the Legacy Investments Services Group in March 2008, Dan managed the financial services division of Schenck Business Solutions. During his time at Schenck Business Solutions, Dan developed a strong presence in the small to medium sized business community. He continues that strong presence as a Woodbury Financial Investment Advisor Representative and Financial Advisor by developing strategic financial solutions for business owners and their employees.
 

BUSINESS
Dan believes a strong relationship built on trust is imperative to developing a sound financial plan. His clients have come to expect a high level of planning. Therefore, Dan utilizes a sophisticated financial and tax planning process that allows for:

  • Asset Management
  • Group Retirement Plans
  • Business Succession Planning
  • Executive Deferred Compensation Planning
  • Detailed Retirement Income Analysis
  • Alternative Investment Strategies
  • Advanced Business and Individual Insurance Planning
  • Asset allocation
  • Long Term Care Planning
  • Coordination Planning with other Trusted Advisors
  • Education Planning
  • Estate Planning

COMMUNITY

Dan takes pride in his community involvement and accomplishments:

  • Past President and board member of the National Association of Insurance and Financial Advisors-Fox Valley (NAIFA).
  • Coach for Appleton East Youth Basketball
  • Corporate sponsor for Make A Wish Foundation
  • Voted one of “America’s Best Financial Planners” 2010-2011 by the Consumer’s Research Council of America

 

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.  Member FINRA, SIPC and Registered Investment Advisor.  Executive Financial Services and Woodbury Financial Services, Inc. are not affiliated entities.  Neither Woodbury Financial Services, Inc. nor its representatives offer tax or legal advice.  For assistance with these matters, please consult your tax or legal advisor.

 

Phone (920) 730-9620
Fax (920) 831-2958
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck