Welcome to Sinclair Financial, Inc.

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Financial Planning - Retirement and College Planning - Florida, Minnesota and other states

Debt Placement, Equity Placement, Strategic Advisory - US and Canada


At Sinclair Financial, Inc. we have a very unique approach. We help people find money they are currently transferring away unknowingly and unnecessarily.  We do this by helping you focus on the losses in your financial life, rather than helping you try to pick the winners. 

We encourage you to take advantage of our Complimentary Financial Consultation where we will show you:

You will also receive a FREE RETIREMENT REPORT that will answer these questions:

  1. What return would you have to earn on your savings and investments for you to retire at your current standard of living?
  2. What is the minimum amount of money you need to be putting away each year to enjoy your present lifestyle during retirement?
  3. How long will you have to work before you can retire and be able to enjoy your present standard of living until your life expectancy?
  4. How much will you have to reduce your present standard of living to make your money last to your life expectancy?

To schedule a consultation, call me at 239-634-7877 or email me at YP [AT] DanSinclair [.] com.  I look forward to meeting with you.

Contact information:

Dan Sinclair
info [AT] DanSinclair [.] com
6840 Dabney Street
Fort Myers, FL 33966

Dan Sinclair has been in the financial industry since 1994


Licensed insurance agency in Florida and Minnesota