Amplify Financial : Who Are We?

Who are we?

Dan G. Dillard, CFP ®

Dan is passionate about helping others and believes in breaking down the barriers that prevent people from working with a financial planner. He strives to create life-long relationships through education, customized planning and a true dedication to ongoing follow-up.

Going to a financial planner should not feel like going to the dentist – something you know you need to do, but dread doing. Dan’s personalized, low-key approach and his genuine concern for their financial well-being is something that his clients appreciate.

With ten years of financial planning experience, Dan is versed in a variety of topics, including employment transitions, paying for college, financial planning, retirement options, liability management and cash management. It is important to him that his clients enjoy working with him, have reasonable long-term goals and share his financial planning and investing philosophies.

Dan’s enthusiasm for assisting people is not limited to his financial experience. He is continually hosting career fairs and education workshops to get people back to work, as well as offering classes to the community on topics such as retirement planning, social networking and small business success. He works hard to make a real difference in peoples’ lives.

Whether it is through community involvement or helping you make the sometimes-difficult financial choices, Dan is all about supporting people. Understanding finance can be difficult enough without all the jargon that other professionals try to use, so he speaks to you in easy to understand terms. After all, this is about you.

Dan has earned the following designations through his studies at The University of Texas and College of Financial Planning:

CFP ® = CERTIFIED FINANCIAL PLANNER TM professional. A credential awarded by the Certified Financial Planner Board of Standards, Inc. to signify highly qualified financial professionals
AWMA = Accredited Wealth Management Advisor. The College for Financial Planning issues this credential to advisors educated to coach families in the creation and management of wealth to achieve lifetime financial goals
CRPS ® = Chartered Retirement Planning Specialist. This designation, also given by the College for Financial Planning, signifies Dan’s ability to create and revise retirement plans for companies and small businesses

What is it that keeps you from seeing a financial planner? What are you anxious about? Dan offers a free 30-minute initial consultation that could calm your fears and help you understand where you are, where you want to be and how to get there. Dan is ready to help – contact him to see how simple the process is. What have you got to lose?