Money Coach

I guide your

Money and Investment decisions


Areas of Expertise

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. 


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.


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 and was an adjunct at a local college. He lives in Montclair, NJ with his wife, daughter and two cats, Anu and Katze. 



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.


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