Empowering You to Pursue Your Passion

Educating and guiding individuals in financial stewardship is what my team and I are dedicated to. We strive to empower you to pursue your talents, dreams, and passions by using a comprehensive, holistic planning approach. 

Whether you are growing your family, pursing a new career path, scaling your business, or planning for retirement, we have your distinct goals at the core of everything we do. This gives you the freedom to focus on what matters most: family, your career, and being present in every moment, without the strain of navigating the complexities of the financial market. 

 

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Creating a Peace of Mind for Your Future

Our ultimate mission is to give you financial peace of mind regardless of the phase of life you're in. We will guide you towards financial security and growth, acting as your trusted quarterback for all of your financial needs.

What sets us apart is that:

  • we value serving people, and helping you shape and accomplish your vision.
  • we give our clients full access to our team of experts.
  • we provide a tailored plan for every unique circumstance.
  • I will give you honest feedback about your situation.

Client Testimonial

Working with Danny Hernandez has made my transition to retirement a breeze. His detailed assessment of my financial position has allowed me to make informed decisions about retirement investments. It gives me confidence that my retirement lifestyle choices are aligned with my financial position, allowing me to enjoy each day without worrying about my future.

Sharon C., Client | Director Offering Manager- Space Navigation | Florida

Client Testimonial

Danny Hernandez is a fantastic FA, very professional and knowledgeable. Danny has helped my family and friends in many aspects of our financial lives, which for we are very grateful.

Cristian F., Client | VP Commercial Associates | Florida
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Financial planning

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Resources To Get You Started