Broker Check

Dan Neice

MBA, CFP®

Financial Advisor

757-431-2929 x121

2901 South Lynnhaven Road
Suite 100
Virginia Beach, VA 23452

Investment Management

Whether opening your first IRA, needing to rollover retirement accounts from past employers, getting ready to retire, or simply desiring Professional Management of your investments.

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Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals. 

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Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.
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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Questions? Let's connect

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