Our Firm

Daniel L. Sommers, CFS has over 35 years experience helping people build and protect wealth.  Dan is licensed as a Registered Securities Principal offering mutual funds and variable annuities.  Dan is also experienced in life Insurance, Medicare Supplement Insurance, and Indiana Partnership long Term Care Insurance.  We are committed to helping people pursue their financial goals. We are committed to client education and believe you should understand what you are doing before you do it.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.