Michigan Pension & Financial
Dan founded Michigan Pension & Financial in 1996 with the goal of sharing his unique combination of investment management and retirement plan expertise with business owners to help them achieve financial security at retirement.
Today, Dan handles responsibilities for delivering fiduciary services, plan design, and investment management as well as conducting individual meetings with clients and participants. Dan is authorized to practice before the IRS as an Enrolled Retirement Plan Agent (ERPA), and has attained the Qualified Plan Administrator (QPA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). He also holds Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) certifications.
Dan obtained his B.A. degree from Michigan State University. As an avid chess player, Dan tied for 3rd place in the 2005 Michigan Open Chess Championship, behind an International Grandmaster and a former World Junior Champion.
This person is not in any offices
Michigan Pension & Financial
We’re proud to be Michigan-based, serving small Michigan businesses. Though we’re comfortable expanding our reach–working across the U.S. and with larger corporations–like most successful businesses, we know our sweet spot. Since we opened our doors in 1996 with a handful of clients, we’ve grown at least ten-fold in terms of those we serve–and most of them are within driving distance of those doors. While we have grown our client list, we’ve remained a small dedicated team… on purpose. We’re large enough to meet our clients’ needs, but small enough to be very nimble. We’re proud of the company we’ve built and are excited to meet and serve you and your business. We believe that the American retirement system is the best in the world. It is the proverbial three-legged stool: Social Security, personal savings and company-sponsored retirement plans. Despite being the best system in the world, there is a valid criticism. Small plans are over-priced and underserved. We believe it is our task to address this problem. We believe that small businesses and their employees, who make up at least two-thirds of the U.S. workforce, deserve retirement security every bit as much as Fortune 500 companies do. In fact, it’s our mission to deliver service and value to a market that too often is overlooked and underserved. To do this, we manage retirement plans strategically, planning each move, looking ahead, watching for the unexpected. Planning for retirement is a lot like playing chess. It’s the long view that wins.