Daniel Bishop
CFP® CEPA®
Black Swan Advisors, LLC
Financial Life Planning Coordinator
Daniel Bishop
CFP® CEPA®
Black Swan Advisors, LLC
Financial Life Planning Coordinator
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Daniel Bishop, CFP® CEPA®
Fee-Only, Advice-Only, independent financial planner located in McLeansboro, IL, serving clients locally and across the country
Meet Daniel Bishop
Integrative Financial Life Coordination for Successful Families and Business Owners.
Using the Master Alignment Plan methodology we integrate all sides of your financial life into one aligned and unified plan: Private Wealth, Business Value, Family, Legacy, and Cradle thru Career College.
- Business Owners
- Late Stage College Funding /Advanced Education Planning
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
Daniel Bishop is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Daniel Bishop
Office Locations:
-
610 S West St.
McLeansboro, IL 62859
