Medallion Financial Group

Description

Retire with confidence through clear, accessible financial advice. Schedule a free consultation to create an organized, straightforward plan to achieve your goals. | ABOUT US What Makes Us Different At Medallion Group, Financial Planning is about Family. We opened our doors in 1987 and have been helping families invest in the future for over 30 years. Our focus is twofold: first and foremost, we are fiduciaries. We stand against any violation of laws, values and ethics. Second, we treat our clients as part of our family, putting their needs before our own. We strive to exceed client’s expectations – because we have high expectations of ourselves. We specialize in the second half of the game of life. We call this the accumulation phase. In this phase our clients are still building assets for retirement. We make sure they are planning well so they can have | Who's On Your Team Dan Searles CFP ® , CEP ® , LUTCF Founder, Senior Partner, Financial Advisor Dan has been a financial advisor si

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