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January 28, 2012 @ 08:07 AM

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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

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

More Newsletters →

Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Contact Info

Phone: (206) 956-6270

daniel.halos @axa-advisors.com

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