Bryan Daly, Founder/Investment Adviser/Financial Planner
Position: Founder/Investment Adviser/Financial Planner
Proud to be called "Coach"
"Doing well by doing good" and "Givers Always Gain" are my two main guiding principles in my life.
I have always had an entrepreneurial spirit. My professional career started in the accounting/tax world and I have been in the financial industry since 1985.
I am the Founder of "The Business Connection". The Business Connection is a professional business networking group founded on the idea that "Givers Always Gain". The main idea of the group is that "anything of real value only multiplies when it is given freely".
The purpose of my financial team is to support as many people as possible in their journey to financial freedom. Most people have absolutely no idea that a tax-free, market risk-free, gains-locked-in, liquid, and congressionally approved solution to retirement has been sitting right under their noses for years.
Phone (561) 246-1404
Income Planning, Tax Free, Annuity, Retirement Income, Fixed Annuity, Indexed Annuity, Financial Life, College Education, Financial Planners, Long-Term Care Insurance, Life Insurance, Living Benefits, Critical Illness, Chronic Illness, Insurance you don't have to die to use.
Founder New Life Financial Planning LLC.
Registered Investment Advisor and Investment Fiduciary
Life and Annuities
Tax Free Income for Life,★ ★ ★ ★★
Services or Expertise
Income Planning, Tax Free, Annuity, Retirement Income, Fixed Annuity, Indexed Annuity, College Planning, Financial Planning, Long-Term Care, Life Insurance, Living Benefits, Critical Illness, Chronic Illness, Investments, Exchange Traded Funds. We teach people innovative ways to make, manage, and save more money without spending more.
Everyone needs a coach to help guide them, improve results and prevent them from making mistakes with money. Our specialty is working with families, business owners, seniors and soon to be seniors. I recruit, hire and coach financial advisors to do the same.
My firm New Life Financial Alliance is an independent financial planning firm. We work for our clients NOT for Wall Street.
The purpose of my financial firm is to support as many people as possible in their journey to financial freedom. Most people have absolutely no idea that a tax-free, market risk-free, gains-locked-in, liquid, and congressionally approved solutions to retirement has been sitting right under their noses for years.
He uses the financial, accounting, and tax knowledge acquired from Rutgers and Florida Atlantic Universities, to engineer financial programs for clients. He also knows what is and is NOT taught in school about money and finance. Many people are very surprised how many extremely important financial principles are not taught in school.
Bryan began his career just prior to BLACK MONDAY on Wall Street October 19, 1987, and witnessed firsthand how quickly markets can crash dreams. While working on Wall Street he gained great respect for the power of the market, both positive and negative.
Bryan is a registered investment adviser (RIA). An official distinction that sets him apart from many financial advisers is that he is a completely independent fiduciary financial planner. A fiduciary is required to be completely objective when making financial, investment, and planning recommendations.