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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.

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  • Home
  • Services
    • Financial Planning Strategies
      • Annuities
      • Life Insurance
      • Long Term Care
      • Premium Financing
      • Personal Income Protection Planning
      • Special Needs Planning
      • Kai Zen
    • Retirement Planning
      • Annuities
      • Kai Zen
      • Premium Financing
      • Personal Income Protection Planning
    • Estate and Legacy Planning
      • Special Needs Planning
    • Business Planning
      • Business Buy-Sell and Succession Planning
      • Key Employee Planning
      • Disability Buyout
      • Premium Financing
      • Executive Benefits
      • Employee Benefits
      • DOE/Disability Overhead Expense
      • Kai Zen
  • Process
  • About
  • Get Started
  • Events