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May 26, 2012 @ 06:02 PM

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AXA Advisors - Dan Halos - Chartered Financial Consultant® (ChFC®)

My Background & Philosophy

Throughout my life I have always enjoyed finding ways to help people around me. Some of my most rewarding experiences came through working with patients in the emergency room where I was a medical assistant during college. Having worked in various jobs in the medical field, I found there were great obstacles to making a lasting difference in people lives. When I eventually paired my interests in business and investments with my desire to help others, I found the perfect career as a financial consultant.
 
Just as in medicine, where trust is a critical component of the Doctor-patient relationship, the same is true with the client-advisor relationship. I always put my clients’ interests before my own and do the due diligence to be sure I am making the best recommendations possible. Just as a doctor’s years of training and expertise can help diagnose your symptoms and plan a course of treatment, the experience of my associates and I and our broad base of knowledge allows us to provide our clients with a financial strategy tailored to their specific needs and life goals. In today’s financial world, there is a vast array of investment options available. Even the best do-it-yourself investor, who has all the time in the world to spend researching financial options, can find it difficult to sort through all the investments, tax-saving strategies, and requirements. Many self-investors still worry they are not taking full advantage of all of their options. Or, like many people, you may not have the time or desire to research and keep your investments current. This is where I can help; you can rely on my expertise to help guide you, to implement and continually update your comprehensive financial strategy. Just as you seek the advice of a skilled doctor to diagnose and treat your physical wellbeing, it is important to rely on a qualified financial professional to help take care of your financial health.
 
I realize that your assets, large or small, are of great value to you, and I take my job as your advisor very seriously. Ultimately, I strive to give my clients a comprehensive strategy and the appropriate courses of action that brings them financial confidence. I want to give you more free time to spend on what’s most important to you – family, friends, physical and spiritual health, travel or giving back to the community. 
 
Outside of work, I am involved in many sports and outdoor activities. My wife Jennifer and I live in Seattle, but get-away to San Juan Island from time to time.
 
If you’d like to learn more, or know of someone who could benefit from my services, please call or email me anytime. I look forward to hearing from you!
 
Qualifications and Community Involvement:
  • Chartered Financial Consultant® (ChFC®) from The American College
  • Bachelors of Science with distinction from the University of Washington, Seattle
  • FINRA securities registrations include the Series 7 and 66
  • I maintain the following Insurance licenses: Life, Health, Disability, and Long Term Care
  • University of Washington Alumni Association member
  • Bellevue Chamber of Commerce member
    • 2007 Young Executive participant
  • Seattle Chamber of Commerce member
  • President - Blakeley Place Condominium HOA
  • Secretary - kidServe Seattle Board of Directors
  • Active volunteer for various environmental organizations

 

Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

More Newsletters →

Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Contact Info

Phone: (206) 956-6270

daniel.halos @axa-advisors.com

Local Office | Branch Office