Over 90% of people fail to reach their financial goals. Why is that percentage so high? In this week's mini-episode, Dan Cook based out of our Denver, CO branch shares some specific patterns he's seen over the years and how to avoid them.
Host: Daniel Cook, CFP®, AIF® | Chief Financial Officer
Daniel Cook is one of the founders and serves as CFO of Summit Wealth Group. Through an integrated approach to personal financial planning, business management, and tax reduction strategies, Dan has helped hundreds of clients plan for and retire more comfortably. He has extensive experience working with business owners on tax minimization strategies, helping entrepreneurs achieve their business goals without overlooking personal financial needs, and using pre-tax dollars both for business capitalization and investment goals. Dan also works with business owners who are transitioning their business such that both the buyer and seller benefit.
In 2001, a particularly difficult year in the financial industry, Dan was recognized as the Advisor of the Year by his previous broker/dealer for his work in guiding clients through those tough times. Dan is now an Investment Adviser Representative of Commonwealth Financial Network. He is a graduate of the College for Financial Planning, attended the Executive MBA program at the University of Denver, and holds a Bachelor of Science in Economics. Along with his prestigious education, Dan has obtained his CERTIFIED FINANCIAL PLANNER™ certification and is an Accredited Investment Fiduciary® (AIF®).
Daniel Cook is proud to have been recognized as a Winners Circle advisor for 2015—a distinction based on annual production that places him among the top 30 percent of advisors affiliated with Commonwealth Financial Network.
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