Dan Haines, CFP®, CFA® SummitView Advisors
- 7950 Moorsbridge Road Suite 202 , Portage, MI 49024
- (269) 459-3090
- https://www.summitviewadvisor.com/
About Dan Haines, CFP®, CFA®
I co-founded SummitView Advisors with a mission to help busy professionals and business owners make the most of their finances. I know from personal experience how the demands of work and family life leave little time to spend on making key financial decisions.
Do you:
-Receive stock options and RSUs but aren’t sure how to manage them?
-Want to figure out how to exit your business and transition to retirement?
-Have a 401(k) and other investments but aren’t sure if your portfolio is being managed correctly?
-Want to be tax-savvy in all your financial decisions?
By partnering with my clients, I help them identify their goals and decide on the best steps to take toward achieving them. This allows them to free up their time and energy to spend elsewhere.
Prior to co-founding SummitView Advisors, I worked for two multi-billion-dollar advisory firms where I focused on building tailored portfolios for clients. After working at these larger organizations, I wanted to start a firm where I could give a more personalized experience and specialize in who I worked with.
Credentials:
-CERTIFIED FINANCIAL PLANNER™ practitioner
-CFA® charterholder
-MBA from the University of Notre Dame
-BA from Calvin College
I work with clients throughout Michigan and virtually across the US.
When not working with clients, my wife and I spend most of our time chasing around after our two young daughters. We also enjoy hiking along the lakeshore, playing a quick nine holes, and trying to find the best Tex-Mex restaurant at whatever city we are in.
Recently Published
How To Be a Successful Long-Term Investor
May 30, 2023It is easy to focus on what the markets have done over the last week, month, or year. However, we often hear less talk about how investments have performed during the last 10, 20, or 30 years. In our view, the shorter the time frame you focus on, the harder it is to say what markets will do. By looking at a longer time horizon, we can use lessons from history to have more confidence around how various investments may perform. We can also take specific steps to improve our odds of a successful investment out and achieving our long-term financial goals. In this article, we will discuss some of the key tenets of being a successful long-term investor.
The post How To Be a Successful Long-Term Investor appeared first on SummitView Advisors | Financial Planning in Grand Rapids & Kalamazoo MI.
How Inflation Impacts Your Tax Bill
April 27, 2023Inflation has been making many parts of our lives more expensive – cars, food, and home prices are a couple of areas that immediately come to mind. However, there may a be a small silver lining. The IRS sets tax brackets, tax deductions and retirement account contribution limits based on inflation. Depending on all the moving pieces in your financial picture, this could result in a lower tax bill. In this article, we will look at the impact of inflation on taxes this year and some planning opportunities resulting from it.
The post How Inflation Impacts Your Tax Bill appeared first on SummitView Advisors | Financial Planning in Grand Rapids & Kalamazoo MI.
Investment Lessons from Warren Buffett
March 21, 2023Warren Buffett is known as one of the greatest investors of all time and his annual letters are considered a “must read”. Besides sharing the details of how his company Berkshire Hathaway operates, Warren often includes some wisdom that applies to the everyday investor. His most recent annual shareholder letter also includes thoughts from his […]
The post Investment Lessons from Warren Buffett appeared first on SummitView Advisors | Financial Planning in Grand Rapids & Kalamazoo MI.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Business Owners
- Equity Recipients (RS/RSU SOP ESPP)
- Gen X
- Holistic Financial Planning
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
Fee Options
- Monthly Fee: $200+/mo
- Quarterly Fee: $600+/qtr
- AUM: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
