"If the plan doesn't work, change the plan. But never change the goal."
Current AffiliationsAdvisor to Newburgh Youth Baseball
Board (2021-Present) Past AffiliationsEvansville Day School Board of Trustees (1996-1998)
Safari Club Lifetime Member Member of Crossroads Church Financial Stewardship Committee IN Chapter of A.L.S. (Board President 2008-2009) Heartland Truly Moving Pictures Board Member/Finance committee (2007-2015) CASA (Court Appointed Special Advocate) Board of Directors (2012-2013) Lake/Sumter MPO Advisory Committee (2019-2020) |
Daniel ChancellorFinancial ConsultantHaving the opportunity to work in the corporate business arena for 32 years has provided resources and relationships to help my clients attain their financial stability in order to meet their needs. Through networking and education, clients have a stronger opportunity to see their estate plan carried through. I firmly believe education is the key to understanding your financial direction. That is my objective.
Professional ServicesWealth accumulation and wealth preservation strategies implemented in conjunction with a network of professional partners, to provide tactical economic and tax planning.
Investment Planning, Estate Planning, Long Term Care, Medicare Supplements, 401k, 403b plans, 529 College Savings Plans, IRA, IRA Rollovers, Life Insurance, Annuities Professional CredentialsRegistered Consultant of American Portfolios Financial Services Inc.
Series 7 & 63 licensed Licensed Life and Health Insurance Agent EducationButler University School of Business
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