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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.

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Social Security Fairness Act's New Chapter

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Learn More

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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