Dan Treacy partners with successful individuals and families to build financial and retirement plans that are clear, coordinated, and tax‑aware. He begins with your goals and values, then designs a personalized strategy that integrates Social Security and pension decisions, Roth conversions, RMDs, and tax‑efficient withdrawals. Dan collaborates closely with your CPA and attorney, translating complexity into plain‑English actions. Clients appreciate his steady communication, proactive reviews, and genuine care. Based in Melville, NY, Dan helps you plan confidently—and stay confident as life changes.