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Today.  Tomorrow.  Together.

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy. 

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Our Services

As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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We're Here For You!

We've helped people just like you explore their goals -- and in many cases, meet them.

Contact Us

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Disability Income

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

our mission:

Trusted advisors striving to provide financial peace of mind through a structured approach designed to help our clients pursue and achieve their financial dreams.  


Doug Tate

Doug Tate, ADPA®, CLU®, CRPC®

Founding Partner, Wealth Manager

doug@danielsontate.com

Michelle Holmes

Michelle Holmes

Senior Client Associate

michelle@danielsontate.com

Rick Danielson

Rick Danielson

Founding Partner, Wealth Manager

rick@danielsontate.com

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