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TRUE
FINANCIAL SERVICES
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HONESTY
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ABOUT
THE NAME SAYS IT ALL...
In business, nothing is more paramount than HONESTY, INTEGRITY, SERVICE and VALUE. It was on these principles that the name TRUE Financial Services was derived and the business model established. Dan Wasmer has spent the last decade consulting clients about methods to maximize their resources by identifying their financial goals and determining the most effective method of achieving them. Prior to founding TRUE Financial Services, an independent Registered Investment Advisory and Employee Benefits Firm in 2007, Dan maintained a financial services career where his titles included Sales Manager for Western & Southern Financial, District Manager for Waddell & Reed Investments, and Financial Planning Specialist for Citigroup-Smith Barney. In addition to Life and Health Insurance Licenses and achieving LUTCF certification, Dan held Securities Licenses which included Series 6, 7, 31, 63, and 65.Whether you are a small business owner with two employees or an H.R. director for a company with two thousand employees, Dan has the experience and resources to help you efficiently navigate today's volatile financial landscape.
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CONTACT ME
dan_mytruefinancial.com
mobile
:417.496.2898
fax: 925.892.0990
For I know the plans I have for you,” declares the LORD, “plans to prosper you and not to harm you, plans to give you hope and a future.
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