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San Diego Magazine /  February 2009 /  FIVE STAR Wealth Managers /  Daniel Dubois

Daniel Dubois

Retirement Planning Made Simple

• Corporate retirement and executive benefit plans
• Individual wealth management and estate planning
• Charitable/philanthropic planning

For more than 23 years, Dan has provided valuable expertise in addressing the comprehensive investment and retirement planning needs of individuals, large companies and small businesses. By focusing on the planning process rather than pre-determined products, Dan assists his clients by helping to define their objectives, develop a plan, determine the optimal funding vehicles, implement the strategies, then provide ongoing service and support in administering and monitoring the plan throughout all economic environments.

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Retirement Strategies Group

4225 Executive Square, Ste. 1060
La Jolla, CA 92037
Phone: (866) 774-6925
ddubois@RSGFIS.com

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Securities offered through Brecek & Young Advisors, Inc., a Registered Investment Advisor/Broker-Dealer, Member FINRA/SIPC.