Daniel C. Duchesne

MBA, CLU, Fin. Pl., FEA
Financial Security Advisor

As an Estate Planning Specialist, Daniel Duchesne gives advisors and their clients something they weren’t expecting. A different discussion about life insurance – one in which they are completely comfortable. As Daniel puts it, so many clients say: “Why has no one had this discussion with me before?” The image they had of life insurance is transformed. They say, “Wow – I didn’t know insurance could do that.”

Daniel has an innate ability to put those around him at ease – by simplifying complex matters. His goal is to have two happy clients, the advisor and their client. Everything he and his team do is for one single reason – to help clients preserve and enhance personal and corporate wealth. They are always asking themselves: “If the client was our parent, would we recommend the same thing?”

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