Foss Financial Services is a personal and business wealth advisory firm led by Dan Foss, a licensed Chartered Financial Consultant and Chartered Life Underwriter. Serving clients with more than 26 years of experience, the firm focuses on financial planning, retirement income, and estate planning. Its collaborative, educational process helps individuals and businesses clarify goals, compare options, and coordinate planning with their investment, tax, and legal advisors.

The firm’s services include financial planning strategies, retirement planning, annuities, life insurance, long-term care, premium financing, personal income protection, special needs planning, and estate and legacy planning. For businesses, Foss Financial offers buy-sell and succession planning, key employee planning, disability buyout and overhead expense coverage, executive benefits, and employee benefits. Its approach emphasizes building and preserving wealth, managing market and other financial risks, planning for retirement income and cash flow, and considering tax consequences. Foss Financial Services provides information through its website and invites prospective clients to arrange a private appointment to discuss personalized planning options.