Secure Futures
Comprehensive strategies for a financially secure retirement.
Optimize Wealth
Maximize returns and minimize risks with expert wealth management.
Achieve Goals
Personalized financial plans to meet and exceed your financial aspirations.
Your Trusted Partner in Retirement
Daniel Barnard
Financial Advisor
Office Number: (866) 440-2374
Cell Phone Number: (602) 692-6069
Daniel is an experienced entrepreneur, business owner, investor, podcast host (CapitalFit, "what is your wealth, without your health?") professional investment (former) advisor for 27 years managing over $100M, C-Suite advisor, advisor to start-ups, business development officer, real estate investor, former VRBO owner/manager, corporate finance, investor relations, results driven business growth strategist and relationship manager, Arizona licensed insurance agent since 1995, helping retirees and entrepreneurs navigate their golden years and exit, active father of three amazing young productive adults, AZ Wildcat graduate and current ASU student. Lives by the mantra: do better each day, never give up, give back to those in need, be authentic, have integrity and a strong mindset.
--------- What we do ----------
Our Services
FINANCIAL PLANNING
Personalized plans to achieve your financial goals, from budgeting to estate planning. Secure your financial future with tailored strategies.
INVESTMENT PLANNING
Strategic investment management to maximize returns and minimize risks. Tailored plans aligned with your financial objectives.
RETIREMENT PLANNING
Comprehensive strategies for a secure, worry-free retirement. Maximize your retirement income and protect your future.
INCOME PLANNING
Ensure a reliable income stream with personalized strategies. Optimize your financial stability and peace of mind.
TAX REDUCTION
Minimize tax liabilities with expert strategies. Keep more of your wealth through optimized tax planning and asset diversification.
WEALTH MANAGEMENT
Grow and protect your assets with our disciplined approach. Advanced tools and personalized strategies for optimal financial results.
--------- Our Promise ----------
Our Commitment To You
At Prosper Wealth Partners, our commitment to you is built on five key principles:
EXPERTISE:
With over 20 years of experience, our team expertly navigates complex financial challenges to provide you with top-notch advice and solutions.
PERSONALIZED APPROACH:
We understand every client is unique. We take the time to learn your individual needs and goals, crafting personalized strategies just for you.
TRANSPARENCY:
We believe in open and honest communication. You’ll receive clarity and peace of mind at every step of your financial journey.
RESULTS-ORIENTED:
Your success is our success. Our ultimate goal is to help you achieve financial security and prosperity.
INDEPENDENCE:
As a Registered Investment Advisor (RIA), we act as fiduciaries, always prioritizing your best interests with unbiased advice and the best industry products.
Office: 6900 E Camelback Rd Suite 990, Scottsdale, AZ 85251
Call (866) 440-2374
Email: [email protected]