Dan Leslie

Lifetime Financial Growth LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

Vantage Financial Group is a financial services company that provides a range of benefit services and solutions. The company develops strategies and assesses programs, designs financial programs and manages risks. It designs and offers employee benefit and finacial planning strategies. Its range of insurance products includes health, dental, life and disability insurance. It offers various employee benefit programs, which provide accident, critical illness and voluntary individual retiree coverage. It also provides third-party administration and investment services. Additionally, it offers health care reimbursement programs and health savings accounts. The company is also licensed as a registered investment advisor.

Experience and Commitment From my beginnings with public accounting firm Deloitte, to managing corporate tax departments in industry, to providing tax and financial guidance to small business owners, executives, and, finally, owning my own business, each step in my career was a building block to ...