MCDANIEL FINANCIAL SERVICES LLC.
JACKSONVILLE BEACH, FLORIDA

I have been serving our clients income protections needs with the use of insurance since 2008. My pledge to you is to be there when you need me, to listen and offer strategies based on your needs. To help you make good decisions year after year. And to help you pursue your financial goals. As your financial advisor, I can help you pursue your dreams and and with the use of insurance products help protect them once they come true. nt, I pledge to be here when you need me. To listen, to offer strategies based on your needs, to be a lifetime resource for you, to help you make good decisions year after year, and to help you pursue your dreams. I believe people choose to partner with our firm because I serve as a source of meaningful strategies to their financial concerns and dreams and I serve as an advisor who can guide them along the way. I strive to provide value to our clients by working with a team of world-class companies that offer a multitude of services to customize strategies to meet their financial goals. At McDaniel Financial Services, I can help you with Individual Planning and Business Planning. Why Choose McDaniel Financial Services As your licensed insurance agent, I pledge to be here when you need me. To listen, to offer strategies based on your needs, to be a lifetime resource for you, to help you make good decisions year after year, and to help you pursue your dreams. I believe people choose to partner with our firm because I serve as a source of meaningful strategies to their financial concerns and dreams and I serve as an advisor who can guide them along the way. I provide value to our clients by working with a team of companies that offer a multitude of services to customize strategies to meet their financial goals. We believe having a partner to guide you through your financial roadmap can help you feel more confident about your financial future. "We work with our clients to create strategies that are designed to address having an income for life, whether they live too long or die to soon. We also use insurance products to provide protection along the way." A retirement plan is more than a product or service – it’s a promise. A promise to yourself to help save for one of life’s biggest transitions. We specialize in providing the suitable retirement strategies. Welcome to McDaniel Financial Services As a Financial Advisor, I can offer you the expertise and knowledge to help develop a financial plan that is right for you. The financial planning process I practice is an independent assessment of your financial condition that is designed to help protect you from the pressure to purchase today's "hot" financial product and puts you in control of a coordinated approach to your financial life. I will listen to your concerns and will act as an addition to your attorneys, accountants and other professional advisors to help develop the best financial plan for you. I can help you with several areas of planning including Individual Planning and Business Planning. "People want to take care of their families. They have dreams and aspirations for their children. I'm privileged to help build and protect those dreams. After 28 years in the insurance business, it continues to touch my heart knowing this is what our products do for people...every day.”