James Van Metter & Associates

Daniel Financial Management Group, LLC provides independent advice from independent advisors. Helping a variety of clientele, such as dual income families, seniors, professionals and businesses, establish and achieve their financial goals is our No. 1 priority. We specialize in total financial planning including: tax planning, estate planning, wealth management, retirement strategies, insurance and risk management, qualified retirement plans, business strategies, financial & investment strategies, annuity products as well as company benefits and debt/mortgage planning. Our qualifications include: Certified Financial Planner™, Chartered Retirement Planning Counselor, Certified Senior Advisor, Registered Investment Advisor, Chartered Property Casualty Underwriter, Registered Health Underwriter™, Certified Public Accountant, MBA.

We have over 30 years of insurance and risk management experience. We provide all types of insurance products and risk management consulting all from within our organization - so you can get the right blend of protection for your company...

Lavan Financial Group provides access to a suite of invaluable business solutions, services, and resources. We help small businesses achieve success - Business Loans - unrivaled access and speed to best of breed funding - Finance Suite for broad credit solutions and business credit and a clear path to bankability and more affordable capital - Business and professional services - discounted - Digital growth solutions with proof of performance. Business Success Platform impact Sales, Spend and Cash flow to drive performance. A unique differentiated value delivering real results. More businesses succeed with Lavan Financial Group