Dan Haines, CFP®, CFA® SummitView Advisors

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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.

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Recently Published

Are You Being Intentional with Your Money?

November 17, 2022

As you think about the financial side of your life, it is worth asking if your money has been going toward things that are important to you. Some things areas of spending are inevitable, like food, housing, and healthcare. Other areas you may have more control over such as trips or a house project.

The post Are You Being Intentional with Your Money? appeared first on SummitView Advisors | Financial Planning in Grand Rapids & Kalamazoo MI.

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Should a Spousal IRA be Part of Your Savings Strategy?

October 26, 2022

If you and your spouse both have access to an employer-sponsored retirement plan such as a 401(k), retirement saving is as easy as specifying the contribution amount to be deducted from your paycheck. However, for some couples, both spouses do not have access to a retirement plan through work. This could be due to one […]

The post Should a Spousal IRA be Part of Your Savings Strategy? appeared first on SummitView Advisors | Financial Planning in Grand Rapids & Kalamazoo MI.

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Planning for Five Key Tax Challenges in Retirement

September 19, 2022

Developing a paycheck in retirement that generates the income you need while also keeping your taxes low is not an easy task. All the planning you did while working – saving diligently, using tax-deferred accounts - can turn into unwelcome tax surprises as you move through retirement. While there is no one-size-fits-all solution, there are some multi-year tax planning strategies that can lower your lifetime tax burden.

The post Planning for Five Key Tax Challenges in Retirement appeared first on SummitView Advisors | Financial Planning in Grand Rapids & Kalamazoo MI.

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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.

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