ABOUT
Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
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People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
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Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
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Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
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Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Daniel Byrne
Byrne Financial
I was born in New York City, and lived in Stamford, Connecticut where I attended Stamford Catholic High, graduated Fairfield University with a BS Degree in Marketing, and received my MBA from the University of Connecticut. I participated in a lot of sports, and it was in Stamford that I met and married my wife of over thirty-five years, Robyn. I worked in sales and marketing management in the printing industry in New York City for fifteen years, and was transferred to Rhode Island in 1991. We currently live in Exeter and have two great sons and one family dog (son number three!). An avid baseball fan, I enjoy watching all sports, and golfing when the weather permits. (Although I am currently on dialysis, and am in need of a kidney, I stay in shape and work over forty hours every week.)
I have been working with retirement strategies and insurance planning for over fifteen years. I take very particular care in listening to what my client’s questions are, and what their goals are. I take as much care answering their questions, and designing strategies to help them meet their goals. I think it highly important to make sure your families and loved ones would be well taken care of should something happen to you, and we review those options as well. Although over half of my clients are under the age of fifty, I have developed a specialization in the Senior Market (those of us over fifty-five). I am in the Senior Market now as well and often wonder how I got here so fast. And I guess that is my point. Someday, we will all look back and wonder how we got there so fast. It is often said that “the best time to plant a tree was twenty years ago…the next best time is now”. Plan now. The younger you are, the easier it is.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.