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Financial Needs Analysis

Determining the required savings to maintain your current lifestyle in retirement or provide for your family in case of income loss can be daunting. However, there's no need to be fearful. By equipping ourselves with knowledge, developing strategic plans, and taking action, we can collaborate to achieve your financial objectives and enhance preparedness for unforeseen circumstances.

Retirement and Legacy

Many individuals tend to neglect planning for retirement until they are only a few years away from their retirement age. While the thought of retirement can be overwhelming, it doesn't have to be. I can assist you in addressing crucial questions about your retirement lifestyle and determining the necessary income. Together, we can explore various strategies to ensure that you achieve your retirement goals.

Debt Solutions

Developing strong financial habits and spending less than you earn is vital for a solid financial strategy. Effective money management through budgeting helps you understand your spending patterns and make informed decisions. Whether you have small or large debts, we can help you pay them off and optimize your savings for maximum returns.

Wealth Management

While many individuals focus on building a nest egg and ensuring its longevity throughout retirement, some also aspire to create an estate that goes beyond their own retirement. They aim to establish a tax-free lasting legacy that continues to provide benefits even after their passing.

Investments Selection

We have access to a diverse selection of investment options that cater to both performance and security. Whether you prioritize growth or stability, these options align with your risk tolerance and investment preferences. They provide the opportunity to capitalize on upward market trends while also offering guarantees to protect against potential downturns at maturity or in the event of your passing.

Extra Income

If you were given the chance to acquire financial knowledge and strategies that could enable you to make a positive impact on others' lives while working towards your own financial independence without leaving your current job, how long would you hesitate? I not only provide guidance on how to accomplish this, but I am also committed to building leaders in the financial industry and empowering you to achieve your goals.

About Dan

A Veteran, Financial Professional, and Your Path to Success.

Have you ever felt stuck?

Whether it’s in your career or personal finances, life can feel like an uphill climb with no clear way forward. I know that feeling well. I spent over two decades in military service, rising through the ranks and accomplishing professional milestones - but still, I faced financial uncertainty. I realized I didn’t want to reach retirement only to find myself working again out of necessity.

But what if I told you this doesn’t have to be your story?

In 1999, as a 15-year-old immigrant from Ukraine, I came to Canada with big dreams and little else. I joined the military, eventually serving in Canadian elite special operations, deploying globally, and navigating the challenges of military life. Yet, even with a fulfilling career, the financial complexities of raising a family and preparing for the future weighed heavily on me.

In 2018, I found my new calling - empowering others to take control of their financial futures. Through financial literacy and personalized strategies, I’ve helped families and individuals break free from financial stress, build thriving businesses, and create the lives they’ve envisioned.

Today, I lead an agency dedicated to helping people, just like you, achieve financial independence. Whether your goal is securing your family’s future or building your dream retirement, I’m here to guide you step by step.

Your financial transformation is possible, and it starts now.




What To Expect

Introductory Meeting:

The initial phase of building a fruitful partnership begins with an introduction of myself and the value I can bring to the table. Subsequently, we will delve into identifying your goals, priorities, preferences, and any potential obstacles. Together, we will establish your expectations of me and determine if an ongoing partnership aligns with your needs and objectives.

Follow Up:

After our initial meeting, I will provide you with a clear and straightforward roadmap designed to guide you towards your financial goals. This personalized roadmap will prioritize the areas that matter most to you, such as mortgage referrals, debt solutions, retirement savings, children's education, investment options, risk management, insurance, and estate planning. It will outline the precise steps required to overcome each obstacle along the way. If it aligns with your needs, we can then proceed with implementing the necessary changes to help you achieve your goals.

Ongoing Support and Advice:

As your life circumstances evolve, including changes in your financial situation, age, health, and family status, your priorities and goals are likely to shift as well. During these transitions, I will be by your side, proactively assisting you in navigating these changes. Together, we will continue to explore diverse approaches to financial planning, wealth management, and savings options, ensuring that your strategies remain aligned with your evolving needs and aspirations.

  • Dan helped us understand and prepare for the next stage in our life with great life insurance and investment options for us, and our daughters. He explained the necessary steps that we needed to take to ensure we have enough savings for our retirement. Dan is a very professional and knowledgeable advisor. We will be continuing to work together in the future.

    - Thomas and Sophie

    Simply Easy Learning

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DanMykeyev.com is my personal website, the views, and opinions expressed therein are those of Dan Mykeyev and do not necessarily represent the views and opinions of World Financial Group Insurance Agency of Canada Inc. (WFGIAC), or any of their respective affiliates and employees. I also claim any errors made as my own.
Insurance Agents do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
As part of the financial needs analysis and my role as a licensed insurance agent, I may recommend the purchase of a specific investment or insurance product or accounts. These product recommendations may be a part of the financial plan however, you are under no obligation to follow them.

© 2023 Dan Mykeyev All rights reserved.

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