Dan L. Brimhall

Financial Advisor

Dan L. Brimhall is the founder of Brimhall Financial Group. He is registered with Raymond James Financial Services, Inc., a member firm of the FINRA, and holds the following licenses: Series 9, 10, 7, 63, 65. Dan has been providing comprehensive retirement planning and wealth preservation coupled with asset management services since 1983. He has extensive experience in all aspects of financial review and planning. Dan, his wife Barbara and their four children are long time residents of Mesa, Arizona where they are active members of their community, church and schools.

Dan is passionate about helping people. Through the course of his career, he has learned a great deal about the types of investment strategies that work for clients – and his practice has evolved accordingly.

Dan specializes primarily with retirees or those interested in planning their future retirement. He teaches the complex income tax and estate tax laws* regarding retirement distributions. Through his highly regarded public seminars and workshops, he is recognized as a uniquely knowledgeable speaker on topics relating to retirement, tax and financial planning.

Dan is also unique in his total commitment to servicing his clients. With the help of his professional team, Dan meets and regularly communicates with his entire clientele. The high degree of clients satisfaction is evidenced by the fact that most of Dan’s clients refer their friends and relatives so they may also benefit from his services.

As a professional in retirement planning and wealth preservation, Dan is able to offer his clients full financial planning services that include mutual fund, IRA rollovers, insurance, annuities and registered securities.

Raymond James Financial Services’ investment philosophy has always been to put the client above all else. This is reflected in Dan’s open and honest communication about your financial future. In speaking with Dan you can find the appropriate retirement distribution options for you based on your retirement plan and the lifestyle you want to lead.

Dan’s devotion to his clients and his profession are reflected in the way he prides himself on providing prompt, personal and highly professional services. The firm is committed to meeting its clients’ financial needs – now and in the future

 

* Raymond James advisors do not provide tax advice.