Personal Financial Planning | San Jose, CA

Personal Financial Planning is the clarification of your goals and aspirations and what you want from life for you and your family.

We help to educate clients and assist with important financial decisions to meet your goals and objectives. Our experience dealing with successful professionals and business owners is that they are concerned with:

Retirement Planning

Estate Planning

Life Insurance

Retirement Planning

Estate Planning

Life Insurance

Personal Income Protection Planning

Premium Financing (Accumulation)

Special Needs Planning

Dan Foss, ChFC, CLU, is a licensed and experienced Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). The purpose of this Foss Financial Services website is to introduce Dan Foss and share his decades of training, education, and real-world experience to the public for informational purposes only. Dan’s opinions are not intended to be used or construed as specific financial planning or estate planning advice, legal advice or tax advice, for any individual or investor. No products or services shall be sold on this website. The contents expressed are not sponsored by nor paid for by any product, service, or services provider. Interested parties desiring personalized advisory services for their unique financial planning must schedule a private appointment to confidentially review their financial goals and objectives to best plan options suited to achieve their goals.