About Me

I’m Dan Milosevic, originally from Serbia, where I began my career as an attorney before moving to the United States. Starting over from the ground up, I found my passion in helping others secure their financial future.

Today, I work with professionals to protect their families, income, and the assets they’ve worked so hard to build, while also helping them save more through proactive income tax planning, prepare for a peaceful and efficient retirement, and achieve true financial freedom.

My focus is on helping people accumulate and transfer wealth to their loved ones with confidence, so the results of their hard work create lasting security and opportunity for the next generation.