RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients' best interests.
Our proprietary product has actual
results with actual clients
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
The original firm, John Daniels CPA, began in 2010 with general tax and accounting services for business and individuals. This developed into strategic planning for individual portfolios and wealth management, minimization of tax liabilities for individuals and corporations, and general retirement/financial planning. We believe in "old school" principles, but we also believe in keeping up with the needs of individuals and businesses in this rapidly changing world.
In 2017 we formed an RIA firm (Registered Investment Adviser), John Daniels CPA, LLC and began offering financial planning and investment management to our original tax clients. Since that time we have phased out of offering tax services to our non-clients and only offer tax services as part of our investment advisory business.
In 2018 we developed a new product and received a trademark on the strategy, the Protected Growth Portfolio™. This strategy was designed to be offered to retirees with the main focus on growth during good markets and preservation of capital in down markets. Since then, the strategy has shown consistent results in both up markets and down markets.
In 2021 we developed two new products designed for those clients that want to assume more risk in the markets in order to improve the possibilities for more growth. It is anticipated that these two products will be offered to the public in 2022.
John Daniels , CPA, graduated from Drake University with a BS in Economics. He worked for the Pillsbury Company and Holmquist Elevator Co in Omaha, Nebraska. He then worked as a commodity specialist for EF Hutton on the Chicago Board of Trade for three years. He then obtained a MS in Economics from Iowa State University and became a licensed CPA in the state of Arizona in 2010.
Hedging strategies developed early in his career have been the foundation of his investment philosophy ever since. Since 2010 John has assisted clients with tax preparation, planning and compliance. In 2017 he developed and rolled out to clients his basic investment strategy designed for retirees, the Protected Growth Portfolio. In 2021 he develop the Dividend Plus strategy designed for younger, more aggressive investors. Both of these strategies involve using options to both protect the core holdings and to enhance investment income.
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Helen Daniels, EA, graduated from Kansas State with a BS in Mathematics. She taught for several years and then obtained a MS in Mathematics from Portland State University. She joined John in his CPA practice in 2010 and obtained an Enrolled Agent credentials from the IRS in 2011. Helen specializes in managing tax compliance for the firm.