Dan Blair has over 19 years of experience as a Financial Advisor. He is an Independent Investment Advisor through Summit Wealth Strategies, LLC - Resources Investment Advisors, LLC; Dan helps affluent individuals and business owners secure and protect their wealth.
Dan specializes in:
- Tax Strategies including Tax Deferral of Highly Appreciated Assets
- Income Distribution planning
- Premium Financed Life Insurance Strategies for Business owners, Key Employees, and High-income earners
- Money Management
- De-Risking Strategies
These strategies are focused on Pre/Post retirees and closely held Business Owners.
When Dan is not working, he spends his time with his fiance', teenage daughter and dog. You also might see him fly fishing in a trout stream or with an apron on, cooking for friends and family. Dan is an active member of a Church community and volunteers for the local food banks. Dan and his friends and family also enjoy the outdoors, camping, backpacking, and boating.
Neither Summit Wealth Strategies, LLC nor Resources Investment Advisors, LLC nor its representatives offer legal or tax advice.
Securities & investment advisory services offered through Resources Investment Advisors.