Dan Keppel has been helping people find financial services that fit their lifestyles since working in a securities firm, an insurer, two banks and his own money coach service. His book, The Insiders' Guides to Buying Discount Financial Services: Buy Direct and Save $3,000 Every Year, shows you how, what and where to buy financial products like industry insiders do--directly from the highest-rated companies for less. He edits TheInsidersGuides.com and was an adjunct at a local college. He lives in Montclair, NJ with his wife, daughter and two cats, Anu and Katze. 

Areas of Expertise

Tax-FREE 

Annuity

Retirement

Financial Services

Don't pay tax on your money again. Use a special IRS account to accumulate $1,000,000 or more with no taxes--ever.

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Why waste your retirement dollars on products you may never use? Use your Wealth Reserve account and live tax-FREE in retirement. 

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The BEST annuity for you is NOT offered by a salesperson. Make sure you get what you pay for by looking at all the alternatives. 

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Most of us waste $3,000 a year on products and services we don't need or can have for less. One change can mean $175,000 extra.

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Money Coach

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Money and Investment decisions