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

When is the Right Time to Refinance Your Mortgage?

May 15, 2020

For many homeowners, the mortgage payment is one of their largest expenses. With mortgage rates declining, there could be a significant opportunity to lower monthly payments.

The post When is the Right Time to Refinance Your Mortgage? appeared first on SummitView Advisors | Financial Planning in Grand Rapids & Kalamazoo MI.

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How the SECURE Act May Impact Your Finances

January 16, 2020

The SECURE Act could have a meaningful impact on your finances. This article will focus on five key provisions likely to affect you going forward.

The post How the SECURE Act May Impact Your Finances appeared first on SummitView Advisors | Financial Planning in Grand Rapids & Kalamazoo MI.

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Investment Lessons of the Last Two Decades

January 16, 2020

As we end the decade on a high note for the markets, it is worth reflecting on the past 20 years and how we got here.

The post Investment Lessons of the Last Two Decades appeared first on SummitView Advisors | Financial Planning in Grand Rapids & Kalamazoo MI.

Read the full post →

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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

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