As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things do not happen by accident. It’s important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.



Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.



Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.



Daniel is licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of Arizona, California, Washington, Illinois, Colorado. No insurance business can be conducted outside these states listed.



Daniel is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Arizona, California, Washington, Illinois, Colorado. No offers may be made or accepted from any resident outside the specific states referenced.



~Daniel is also separately registered as an investment adviser representative under Eagle Strategies LLC, a registered investment adviser, offering advisory services in the states of Arizona, California, Washington, Illinois. As such, these services are strictly intended for individuals residing in Arizona, California, Colorado, Washington, Illinois.



The Lindblad Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. Are your ASSETS DIVERSIFIED?

*Please refer to "Our Products" page of this web site for full details.

** Products available through one or more carriers not affiliated with New York Life; dependent on carrier authorization and product availability in your state or locality.

~Fee based advisory services offered through Eagle Strategies LLC, A Registered Investment Adviser, Daniel Lee Lindblad, CLU (Chartered Life Underwriter), Investment Adviser Representative.