Meet Your Advisor, Daniel O'Brien
Dan’s background gives clients a broad place to bring financial questions. Before founding and growing Advanced Planning Consultants, he built decades of experience through accounting, law, business ownership, estate planning, insurance, and financial planning. Today, he works with clients who want more than a product recommendation, they want someone who can help them understand how the pieces fit together.
Broad Experience for All the Questions You’re Asking
Business owners and professionals often bring questions that do not fit neatly into one category: What happens after I sell? Will I have enough to live off? How do I transfer wealth to the next generation? With experience across accounting, law, estate planning, insurance, and financial planning, we help clients think through how each decision may affect the next.
Problem-Solving Strategies Built for Complex Transitions
We work with clients who are making decisions that can shape the next decade or the next generation. That may mean preparing for a business sale, creating retirement income, protecting a family, or coordinating with outside professionals. Our goal is not to hand you the same proposal another advisor might offer. It is to build around the actual problem in front of you.
We’ll Help Coordinate Your Best Path Forward
Business sales, retirement transitions, estate planning, tax strategy, and investment decisions can easily become separate conversations. We help clients coordinate those conversations so one decision does not work against another. That often means clarifying priorities and keeping the focus on what life, business, and family need to look like.