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At Sinclair Financial, Inc. we very unique approach. We
help people find money they are currently transferring away unknowingly and
unnecessarily, addressing areas such as mortgage, taxes, how to fund your
qualified plan, college planning, and expenses.
Our services include retirement planning with true tax free distributions and security, tax planning, college planning and other services.
Dan has 17 years in the financial services industry, earning a Bachelors of Science in accounting and starting with Raymond James in 1996. He holds insurance licenses, was approved for the CPA exam, and has a long background in finance and asset protection.
Gary is a former CPA with a specialty in tax planning, is going on 30 years in the business and holds his CFP, CSA, CLTC, CLU, and ChFC.
These certifications are in Life Insurance, Long Term Care, Disability Insurance, Financial Planning, etc.