Business Planning Services
Danny works with The PMA 401(k) Retirement Plan Exchange® and is active in the manufacturing community, Danny values building relationships with business owners and key employees to better understand the unique needs of their organizations and workforce. His areas of focus include retirement planning and wealth accumulation strategies, executive benefit planning, and succession planning.
Danny currently serves on the Board of Directors for the Precision Metalforming Association (PMA) East Michigan District, where he is committed to supporting the growth and success of the region's manufacturing industry. Through his board involvement, he helps foster connections among PMA members, promotes professional development opportunities, and advocates for collaboration within the manufacturing community. He enjoys engaging with industry leaders and helping business owners navigate the financial decisions that impact their employees, families, and long-term business legacy.
Retirement Plan Exchange® is a registered service mark of Transamerica. The Exchange solution is not a multiple employer plan (MEP). Unlike a MEP, certain plan qualification and ERISA requirements are applied at the individual plan level. An employer participating in the plan retains certain fiduciary responsibilities, including responsibility for retaining and monitoring the 3(16) plan administrator, for determining the reasonableness of its fees, and for periodically reviewing the plan as a whole. Transamerica does not act as a 3(16) plan fiduciary.
Financial Professional is a Principal Securities, Inc. Registered Representative. Principal Securities is a member of the Principal Financial Group® Des Moines, IA 50392.
Before adopting any plan you should carefully consider all of the benefits, risks, and costs associated with a plan. Information regarding retirement plans is general and is not
intended as legal or tax advice. Retirement plans are complex, and the federal and state laws or regulations on which they are based vary for each type of plan and are subject to
change. In addition, some products, investment vehicles, and services may not be available or appropriate in all workplace retirement plans. Plan sponsors and plan administrators may wish to seek the advice of legal counsel or a tax professional to address their specific situations.
Investment management services offered by Fiduciary-Plus, registered investment advisor.
Administrative Group, LLC dba TAG is a wholly owned subsidiary of Transamerica, but there are no other affiliations between the two and any other organization referenced.
Logos and trade marks are the intelectual property of their respective owners.
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