As a Retirement Income Certified Professional®, Nahum zeroes in on the unique challenges you face in managing income and assets that need to last a lifetime. After analyzing your specific needs and clarifying your objectives, he is qualified to offer a wide variety of investments based on your goals and tolerance for risk. Guided by his proprietary Black Swan Client Portfolio Construction Model and conforming to his Ten Principles of Core Retirement Portfolio Design, he tailors individualized investment portfolios aimed at providing the risk management you need without sacrificing the long-term performance you want.
As a Certified Financial Planner™ practitioner, Nahum brings a comprehensive approach to the full range of tax, insurance, estate and asset preservation issues facing you today. He offers advanced expertise in multi-generational IRA distribution and Roth conversions; identifies charitable and other planning opportunities to transfer wealth gift- and estate-tax free; and brings a fully-informed approach to dynastic trust design, situs selection and tax-advantaged funding.
Nahum Daniels, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.