Daniel & Charla Misse are a husband-and-wife financial planning team.  They often collaborate on designing investment portfolios that address their clients' individual financial goals, risk tolerances, and timelines. 

When developing a customized financial plan, they walk clients through the design to make them feel confident in their decisions. Areas of consideration include:

• Investment management
• Retirement planning
• Tax-reduction strategies
• Asset preservation
• Estate planning and preservation

Since the financial plan requires an on-going relationship, clients appreciate that both Daniel and Charla are available to answer questions and respond to requests.