I'M DAN DELANEY
Financial Advisor
For Those Who Seek We Help Them Find
Dan Delaney
Financial Advisor
FOR THOSE WHO SEEK WE HELP THEM FIND
Ask, and it will be given to you; seek, and you will find; knock, and it will be opened to you.
- MATT 7:7
Here at Seek & Find Financial, we believe in leaving no stone unturned. Inspired by Matthew 7:7, we seek to find the answers that pertain to each client’s unique portfolio. Every question our client asks allows a closer glimpse into their values, character, wants, and needs.
We walk through questions such as:
Where should I put my money?
How much money should I put away?
What is the difference between my 401k and my other investment accounts?
Why do I need Life Insurance?
What the heck is an Annuity?
I need money, where should I take it from?
Is my house my greatest asset?
At Seek & Find Financial we strongly believe that we are doing a disservice to the investing community if we don’t continue to pursue all forms of investment. We strive to balance the knowledge of various investment vehicles with the capacity to listen to our clients. Each household is different, and not one of our clients should look like another. We desire to have long-term relationships with our clients, always with a Fiduciary standard in mind. What does that mean? For us, being a Fiduciary means that we step into the shoes of our client’s and help them make the choice that best fits the situation. Not the choice that best fits our profits.
We would love to work with you and show you how we do things!
Market Reports
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Retirement Planning
I will work with you to ensure we are putting the proper pieces in place to grow and diversify your assets so that you can retire in comfort - whatever that means to you. Together, we will develop a retirement plan around your goals and priorities so that you can rest assured knowing your money is working for you.
Life Insurance
Life Insurance is the best way to protect your loved ones from the potentially devastating financial losses that could result if something happened to you. Life Insurance policies can also supplement your retirement savings when structured appropriately.
Investment Management
I am a firm believer in making sure your investments align with your core values as well as your risk tolerance. With access to some of the most advanced investment management tools out there, I actively manage client portfolios to get them the most significant return on investment possible.
Annuities
With Annuities, you can save money now and pay taxes later without worrying about contribution limits. With a variety of investment options, no mandatory withdraws, and a tax benefit, Annuities can be a powerful tool - if managed correctly.
Small Business Assistance
At Seek & Find Financial we have a long history of working with business owners to help them achieve financial independence. Understanding how your business and personal finances intertwine is an essential part of growing your business. We can provide expertise in tax structuring, retirement planning, company investments, and more. Contact us today to learn more!
SERVICES
Retirement Planning
I will work with you to ensure we are putting the proper pieces in place to grow and diversify your assets so that you can retire in comfort - whatever that means to you. Together, we will develop a retirement plan around your goals and priorities so that you can rest assured knowing your money is working for you.
Life Insurance
Life Insurance is the best way to protect your loved ones from the potentially devastating financial losses that could result if something happened to you. Life Insurance policies can also supplement your retirement savings when structured appropriately.
Investment Management
I am a firm believer in making sure your investments align with your core values as well as your risk tolerance. With access to some of the most advanced investment management tools out there, I actively manage client portfolios to get them the most significant return on investment possible.
Annuities
With Annuities, you can save money now and pay taxes later without worrying about contribution limits. With a variety of investment options, no mandatory withdraws, and a tax benefit, Annuities can be a powerful investment tool - if managed correctly.
Office: Valparaiso, Indiana
Cell 219-249-4879
Seek & Find Financial Disclaimers
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered through CreativeOne Wealth, LLC a Registered Investment Advisor. Seek and Find Financial and CreativeOne Wealth, LLC are unaffiliated entities. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Please consult legal or tax professionals for specific information regarding your individual situation. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.