DANAIR
a wealth management and financial wellness firm
A full service wealth management and financial wellness experience coming 5/5/2025
Danair Company is a wealth management and financial wellness firm, tailored to the needs of the individual. As a fiduciary, the best interest and goals of the client are our priority.
Financial wellness, management, and planning are not just for some! At Danair Company, our mission is to make the road to financial prosperity and knowledge attainable.
Create a strong financial future, today!
Area of Practice
01
Financial Advice + Planning
No two cases are the same, some require issue- specific objective advice while others require an ongoing relationship. Whichever your needs, we are prepared to come alongside you to help you reach your goals!
02
Investment Management
Developing the discipline to obtain and retain resources is only one part of overall financial health. We must also grow our money in alignment with our short-term, and long-term goals, risk tolerance, and time horizon.
03
Insurance Brokerage
The first step in building a strong financial life is risk management. Danair™ Company provides a full-service insurance brokerage experience through our partner organization, Danair™ Insurance.
04
Financial Wellness
Financial Wellness is the foundation of our financial planning and wealth management approach. Any approach to money that does not include holistic financial wellness, is incomplete. We cannot just address what we do but take the time to acknowledge why. Financial Wellness is about building a strong financial foundation!
We believe that a strong financial future begins as young as primary school. However, at the very least, we should be having discussions with young adults about starting their financial future strong. This includes budgeting, scholarships, loans, networking, and entrepreneurship discussions.
How We Work
Work Process
01
Establish Goals + Objectives
We will work with you to create a personalized plan to help you achieve your financial goals.
02
Gather Relevant Data
We will work with you to create a personalized plan to help you achieve your financial goals.
03
Analyze + Observe
We will work with you to create a personalized plan to help you achieve your financial goals.
04
Develop + Deliver a Financial Plan
We will work with you to create a personalized plan to help you achieve your financial goals.
05
Implementation Strategy
We will work with you to create a personalized plan to help you achieve your financial goals.
06
Monitor + Modify
We will work with you to create a personalized plan to help you achieve your financial goals.
Who should have a financial plan?
You don’t have to be wealthy to take control of your finances and decide on a roadmap to get from where you are to where you want to be. Anyone with goals and concerns should consider financial planning. We don’t build a house before determining a budget or drafting the blueprint. A financial plan is to your life, what blueprints are to a builder or engineer!
What can I expect from a financial wellness program?
Financial wellness refers to everything from basic financial literacy and budgeting to identifying, addressing, and unlearning unhealthy money habits. Just like physical health starts with a strong foundation, financial health does also. Furthermore, the wellness program is an opportunity to address the unique needs of all of our clients.
Why wealth management and financial wellness?
Building and maintaining wealth is much more than just having the money. Many people grow into a position of wealth because of their healthy habits and discipline. Likewise, many people fall from their position of wealth because of a lack of healthy financial habits or discipline. At Danair™ Company, we believe financial wellness is not just about money and it should be a focus for all!
What are the costs associated with developing a financial plan?
The cost of working with a financial professional varies by practice, location, and case complexity. For example, a financial plan that narrowly focuses on one or two areas of concern will be less complex and therefore cost less than, a plan that includes everything from business planning to retirement and estate planning. That being said, it can be as inexpensive as your monthly coffee habit.
What are the benefits of having an ongoing financial planning relationship?
Engaging with a financial planning professional can provide objectivity and a comprehensive and holistic financial strategy. Financial advisors are trained not to be moved by the market swings, which can help you reduce emotional financial decisions, serve as a financial and emotional guardrail, and keep you on track!
Does it matter what type of financial professional I choose?
Yes, it does matter what type of financial professional you choose! Always seek our financial professionals who are fiduciary and offer holistic financial advice. Some financial professionals are only prepared to focus on one service, like insurance. Find a financial professional that can service multiple areas of your financial life.
Questions about financial wellness, advising, resources, or coaching?
Having trouble finding the information you need? Let’s have a conversation and address your concerns.
Get covered today!
The full-service wealth management experience is on the way but the first step to financial wellness is protection. Start your financial wellness journey today by getting covered!
✓ Efficient Solutions
✓ Maximum Protection