Testimonials

Dear Dan,

Thank you for coming to share your financial expertise with our Medieval Institute graduate students (at the University         of Notre Dame). Everyone learned so much and appreciated your guidance and candor.  We feel that the luncheon was     a great success.  Thank you again for being a wonderful guest speaker.

                                                                                  Sincerely,

                                                                                  Mae, Emily, Chris and the MI Student Reps.

 

Dan,

Thank you for all of your time and guidance with preparation of filing my taxes this year.  I appreciate how easy and understandable you made it for me to undergo as a procedure.  Wish you the best of luck with all of the work you have keeping  you busy, and hope the family is doing great!  

                                                                                   Sincerely,

                                                                                   Sam

 

 

Dear Dan,

Just a personal note to tell you how AWESOME you and your staff are!  I will highly recommend your services to all.

                                                                                   Sincerely,

                                                                                   Dennis

 

 

Dear Dan,

Thank you so much for your time and expertise last week.  As I mentioned, you're an excellent teacher, and I learned a tremendous amount.  As a result, I'm re-thinking my entire retirement strategy, including the (difficult!) decision to work an extra year and to scale back my expectations.  Enclosed is a check for last week's meeting.

When I accumulate enough subsequent questions and/or we get some clarity from the situation in Europe, I'd like to schedule another meeting and perhaps at that time we could run one of the simulations you mentioned.

                                                                                   Again, many thanks!

                                                                                   Jeff