Dan Foss, of Foss Financial Services is a Chartered Financial Consultant and chartered Life Underwriter. At Foss Financial Services, he helps clients identify, prioritize, and achieve goals that are important to them by using a collaborative and educational financial planning process. It is common for our clients to blend both tax and legal advice along with the personal and business financial planning and analysis we provide. We are proud of our record of being able to improve our clients financial position today and in the future. We also create and enhance both personal and business plans. And one of the things we are most pour of here at Foss Financial Services, is that we assist you to better understand financial planning and decision making, utilizing our 26+ years of knowledge and resources. We don’t fit our clients to financial offerings, we look at which financial options would best benefit our clients.