It's not what you make,

it's what you keep

We simplify the financial landscape so clients understand exactly where their money is and how it’s effectively working for them with the least tax exposure and lowest fees possible.

As seen on TedX - get your free book!

Dan casey is a best selling author

“Dan’s book is brimming with straightforward personal finance strategies anyone can understand and use! Dan provides powerful, practical advice on preparing for inflation with confidence.”
Barbara Corcoran, ABC’s Hit Show, “Shark Tank”

Dan has been seen on or in:

Managing your wealth shouldn't be complicated.

Start now with our simple process

We help take the mystery out of financial planning by providing exceptional advice that moves you towards your lifetime goals. Through our process, we take the time to understand who you are and where you are in your personal wealth journey. Since you are at a unique point in your life, you deserve a unique financial plan.

01. Discuss

Initially, we will discuss all of your goals and wants for retirement and strategize about the options available to you.

01. Discuss

Initially, we will discuss all of your goals and wants for retirement and strategize about the options available to you. We will answer all questions that you may have and explain our products fully so that you have a complete understanding of your options and what different routes can get you from your starting point to the finish line.
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02. Plan

Once a complete understanding of your wants and needs for retirement is gained, we will start planning how to get you there.

02. Plan

Once a complete understanding of your wants and needs for retirement is gained, we will start planning how to get you there. This plan will typically involve a few different products and services that work together to create income, security, and allow you to live out your dream retirement.
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03. Execute

After the planning phase is complete and we agree on the course of action, we can begin executing your plan.

03. Execute

After the planning phase is complete and we agree on the course of action, we can begin executing your plan. While we work on executing the different parts of your plan, you will be notified of our progress every step of the way. We are partners here, you will always be kept in the know.
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04. Monitor

Once your plan is set in motion, we will continue to monitor your progress and discuss any necessary changes.

04. Monitor

Once your plan is set in motion, we will continue to monitor your progress and discuss any necessary changes. It is part of our fiduciary obligation to ensure that you are not only well set up for retirement, but that your plan continues to serve you best. We will check-in on our plan often and discuss any changes we deem necessary with you.
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Attend one of our free educational workshops

We offer workshops with need-to-know information about retirement. Our goal is to explain how you can increase your income and lower the taxes you pay in retirement. Register for one of our events below to find out more!

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Dan Casey in the news.

Empowering people to become financially independent

Dan’s recent visit to Fox 2: The largest change to retirement planning since the Pension Protection Act of 2006 was signed into law on 12/20/2019 by President Trump. This $15.7 Billion back door tax increase will likely be paid by Baby Boomers and their parents.

Retirement planning made simple.

Explore our retirement & financial planning services below

Make your retirement planning more simple with our financial services. If you’re concerned about running out of money, inflation, taxes, or covering the cost of long-term care, our services can take the guesswork out of your financial planning.

Retirement Planning

Retirement Planning

As you approach retirement, we can evaluate your existing retirement accounts - pension, IRAs, SEPs, 401k plans, annuities - and make recommendations.
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Investment Planning

Investment Planning

We aim to customize our investment programs to match your particular investment objectives.
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Estate Planning

Estate Planning

We will conduct a review of your current and projected financial situation, and devise a plan.
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Learn from Dan Casey

Check out dan casey's youtube channel

IRA Rollover Mistakes: Don’t touch your IRA without watching this video first! New IRS rules limit rolling over any IRA more than once in a 12 month period. Misunderstanding can cost you huge.

Are you ready to simplify your retirement planning? Worried you won't have enough income for retirement? Our goal is ensuring that you will. Contact Bridgeriver Advisors, LLC to schedule a no-obligation consultation where you can get answers to all your retirement questions.

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