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Dan Milette
Provided Services
Dan Milette
Tax Free Retirement Specialist
Secure Wealth Advisors, Inc.
Office: 978.304.6260
About Dan
Dan Milette has spent the past 8 years dedicated to empowering families to achieve financial freedom through strategic planning and personalized guidance.
Rising through the ranks at Secure Wealth Advisors and leading his own agency, Milette Financial Services Inc., Dan’s passion lies in leveraging Indexed Universal Life (IUL) insurance policies to help families build tax-free retirement income. He specializes in structuring IULs effectively, maximizing cash value growth to create secure, sustainable wealth for generations.
Life Insurance Policy Review
Indexed Universal Life (IUL)
Ralph D.
Dan was extremely thorough and helpful in our meetings. He listened to my concerns and crafted a financial plan that worked well for us. I would highly recommend Dan to any of my friends and family.
Sarah H.
Dan is extremely knowledgeable and helpful. We thoroughly enjoyed our time working with him to get our financial goals in order. The products Dan has cannot be beat (believe us, we shopped around!). Would not hesitate to recommend him!
Paul D.
I went from having no financial plan or really any idea on how to build a retirement for myself, to having full knowledge and control of the situation. Thank you, Dan, for your thoroughness and simple way of explaining that made a once clueless guy like me actually excited about my financial future.
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