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Daniel Friedlander, CFP®

United Planners Financial Services

3236 Peninsula Cir
Melbourne, FL 32940
Phone: (321) 426-4049
Fax: (321) 242-1076

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Identity Theft
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Client service is #1 consideration.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.