Dan Treacy

Dan Treacy helps successful individuals and families turn complex financial decisions into a clear, confident plan. Clients work with Dan because he listens first, designs second. Every engagement begins with what matters most: the life you’ve built, the goals you’re aiming for, and the people you want to take care of.

From there, Dan crafts a tailored roadmap that integrates comprehensive financial planning with retirement income strategies and tax‑aware decision‑making. Typical work includes coordinating Social Security and pension choices, structuring distributions to minimize taxes (Roth conversions, tax‑efficient withdrawal sequencing, RMD planning), aligning portfolios to cash‑flow needs, and protecting against key risks. He collaborates with your CPA and attorney so the financial, tax, and estate pieces fit together—no more decisions made in silos.

Clients describe Dan as straightforward and proactive. Expect plain‑English explanations, a predictable review cadence, and ongoing adjustments as markets, tax laws, and life evolve. Whether you’re planning for retirement, optimizing an existing plan, or organizing broader financial priorities, Dan’s goal is simple: help you feel prepared, protected, and in control.

Based in Melville, NY, Dan serves clients locally and across the region. If you value a thoughtful partner who treats your finances like his own—and who makes complex choices feel manageable—you’ll feel at home here.