Dan Mullane
Owner and Financial Advisor at Net Financial Consultants
- Role
- Financial Specialist at Consolidated Planning, Inc.
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Dan Mullane
Do you feel like you’re financially organized? Most people don’t and many are unsure of where to start. Have you started to think about retirement or selling your business? I’m here to help you. Together, we will develop a strategy that is both comprehensive and efficient. I do this by taking the time to get to know YOU—your goals, dreams, and finances. Everyone is different and it is important to me that we build a plan that best suits your situation, so that you feel confident about the financial decisions you make in the future. My team and I provide the resourcefulness to build wealth, develop tax strategies, and protect the people you care about the most. The plans we utilize keep you on track to help meet your goals and dreams—even when priorities change. Our process empowers you to have an abundance of wealth and options in your financial life. You deserve to know where you are today so that you can feel better about tomorrow. Send me a message on LinkedIn or schedule a meeting through the site below. Let’s get started! https://outlook.office365.com/owa/calendar/D••••••••@guardianlife.com/bookings/Investment Management Life, Disability, Long Term Care Insurance Coordinated Investment Savings Plan Detailed Retirement Income Plan College Saving Strategies Student Loan Repayment Options Tax Saving Strategies Employer-Provided Benefits & Retirement Plans Tax Favored Employee Retention Strategies Business Exit Transition Planning Estate Wealth Transfer Planning Other
Experience
Financial Specialist
Jan 2014 — Present
Education
University of North Carolina at Charlotte
BA Earth Science
2004 — 2008
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