DANIEL F. O’BRIEN,
CPA, CFP, JD, CEXP
Financial Advisor
1430 Braintree Hill Office Park, Suite 102
Braintree, MA 02184
781-410-2300
dan.obrien@ffgadvisors.com
Working closely with business owners and high-net-worth individuals, Dan plays an active role in developing a comprehensive plan for his clients to meet their goals and objectives by assisting with the accumulation, protection, and transfer of their wealth.
Acting as an advisor with closely held businesses, Dan is experienced in planning for the transfer and continuation of businesses to their next owner, and helps individuals retain more money after taxes and secure their retirement.
When it comes to exit/succession planning, he understands the requirements and planning it takes to make this type of transition successful. Through thoughtful tax-smart planning and practical methodology, he is able to extract the business value, which for many clients may be the most important asset they own. He then counsels and directs clients on the planning, tax, and cash flow steps to consider.
Business Strategies
Connecting the dots to protect and grow both your business and personal balance sheets.
Personal Strategies
Life is unpredictable. You need a strategy that builds and protects, no matter what happens.
Investments
Just because everybody’s doing it, doesn’t always mean it’s such a great idea. Or, maybe it is. How will you know?
Interactive Resource Centers
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