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Safeguarding Today for an Abundant Tomorrow

Since 1992, Daniel S. Jewell has helped Orange County residents invest with the goals of making their savings and retirement assets last a lifetime, protecting their legacy, and maximizing their Social Security and Medicare benefits.

His motivation to enter the Financial Services profession came from watching his parents lose almost all of their retirement savings in the 1987 stock market crash due to bad advice from a stockbroker. That watershed event along with the stock market collapses in 2000 and 2008, have shaped his beliefs that there must be a better way to invest successfully and mitigate risk to provide for an abundant retirement.

Not all Retirement Financial Planners are the same...choose a Fiduciary Investment Advisor, one that focuses on the protection of your assets. 

                                                                                                      Jewell Financial Management BBB Business Review