Daniel R. McGrain, CLU^®, ChFC^®

Career Achievements:

• Hall of Fame
• Hallmark I
• Hallmark II
• Presidents Cabinet
• Professional Designations:
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)
• FINRA Securities Registrations: Series 6, Series 7, Series 63 and Series 65

With over 30 years of experience, I work with clients to chart their financial futures, manage and grow their assets, and protect what’s most important to them.

What’s distinctive about my approach is a focus on objective advice. Through a one-on-one meeting, I can identify your needs and aspirations and the financial requirements for each. We can then discuss suitable strategies that work best to meet both your short and long-term needs. I offer a broad range of financial products and services for individual and business planning needs.

• Business Planning - Business Succession, Executive Benefits, Employee Benefit Plans
• Financial Planning Strategies - Estate Planning, Retirement Planning, Education Funding
• Investment Services - Asset Accumulation, Wealth Management
• Risk Management - Life Insurance, Annuities, Disability and Long Term Care Insurance

Working with both individuals and families, I focus on long-term planning to provide the highest level of planning services available. Whether it’s a young couple just getting started with an IRA or a high net worth client looking to secure future generations, I take the same approach to helping prioritize and implement the strategies that work best for you.

As a business owner, I understand firsthand the challenges of building a successful business. I work with businesses ranging from sole proprietorships to corporations. I approach business planning in the same spirit of entrepreneurship—by recognizing the specialized needs of smaller and mid-sized companies and providing strategies to help effectively fulfill those needs.

Please contact me via email at dan@raistonewealth.com or by phone at 402-392-8409, for a complimentary initial consultation. I look forward to getting started today in helping you achieve your financial goals.

_{RaiStone Wealth Partners, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.}

_{California Insurance License #0K97143}