TO OUR CLIENTS,
We understand that our clients are people first. People with hopes, dreams, aspirations, fears, and doubts. We understand that each of our clients is unique, and each client deserves a unique approach.
We at Simplified Retirement Strategy believe you deserve more than an advisor’s best guess at what the stock market may or may not do. You deserve a firm that can guarantee your future, and protect that future for generations to come.
We believe you deserve more than the chance of losing everything due to matters that are completely out of your control. You deserve a better than average return on your money without the fear of losing it. You deserve to sleep well at night knowing that your money is safe and secure, growing for a future you can truly rely on. We want to help you be in control of your portfolio, and not have your portfolio control your life.
You are the CEO of your finances and the SRS team of financial experts are your CFO. You have a team of financial fiduciaries to work for you on your behalf, in your best interest. So, when it comes to your specific financial needs, it’s not just Dan Campana, it’s our whole team to support your specific needs for the best possible advice and in your best interest.
Dan Campana
Certified Financial Fiduciary™
Managing Partner
Dan is a ‘Certified Financial Fiduciary’ and a nationally-recognized financial advisor with over 20 years’ experience. Dan believes that risk management is the most important aspect of financial planning. Managing risk and being able to keep your life’s hard-earned money protected is just as crucial as growing your money, recognizing that losses hurt you more than gain help you.
Dan is passionate about his clients’ financial education. He finds it deeply rewarding to take the complexities of a family’s finances and translate those issues into something clear and understandable so they can make solid, risk-free retirement planning decisions. It’s important that his clients understand what their money needs to do to accomplish their financial goals first, then implement a sound and secure plan.
Dan’s passion for helping others has led Dan and Simplified Retirement Strategies to donate money and resources to numerous non-profits including the Make-A-Wish Foundation, Salvation Army, Wounded Warriors, St. Jude, Doctors Without Borders and many others.
Additionally, Dan is an author, speaker, and educator. He has appeared and featured in a number of media publications and media networks including Fox News, NBC, CBS and USA Today.
Dan’s life is about commitment – his commitment to professional and personal development and his commitment to others. In his spare time, he enjoys spending time with family; snow skiing, water sports, traveling and attending sporting events. He attributes his success to the fact that the foundation of his practice is based on honesty, integrity and always doing what is in the best for his clients.
Jeff Bettermann, RFC
Sr. Wealth Advisor
Jeff is a Registered Financial Consultant, RFC® and an Investment Advisor Representative. As a Fiduciary, the financial advice he provides to clients is driven by common denominators of strategies observed over a 20-year career.
During that time, he has managed, guided, and consulted financial representatives across the country on industry best practices, asset management strategies, and retirement income planning. Not only has he managed his own book of business of $100 Million, but I also oversaw a territory of advisors that brought in over $200 Million of new accounts per year.
Additionally, Jeff’s fortuitous adventures also landed invitations and appearances as a guest speaker and delegate at Industry conferences and round table discussions.
Delegate -Keher-Limra Retirement Income Planning Round Table Dallas, TX
Guest speaker -LIMRA LOMA Secure Retirement Institute, Orlando FL
Jeff is a Chicago native and sports fan, an avid golfer, and a volunteer for Golden Retriever Rescue of Southern Nevada.
Investment advisory services offered through Peace of Mind Planning, LLC, a SEC-Registered Investment Advisor. Peace of Mind Planning does not provide legal or tax advice. Peace of Mind Planning, LLC is not affiliated with Simplified Retirement Strategy nor any of its affiliates. Peace of Mind Planning, LLC and its Investment Advisor Representatives may only conduct business with residents of the state and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Simplified Retirement Strategy. Peace of Mind Planning and its Investment Advisor Representatives, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail. Securities transactions and custodial services for Peace of Mind Planning are placed through TD Ameritrade.
Brianna Ingraham
Asset-Based Long-Term Care Specialist
Brianna has specialized in long-term care planning for more than 20 years. She believes that long-term care events happen to a family, not just a person.
She stresses that most people are not aware of benefits that long-term care planning provides. As people live longer and healthcare expenses continue to rise, the need for long-term care planning becomes more of a “when” than an “if” situation. By having a long-term care strategy in place earlier, you’ll be better
prepared for the financial strain, emotional and tough decisions you and your loved ones may need to make.
As a Long-Term Care Specialist on the SRS team, she works one-on-one with our advisors and guides their clients and families to prepare them for healthcare in retirement, and protect their families with a plan designed for their specific needs and affordability.
Brianna and her husband Marc spend their free time enjoying the outdoors and the blessing of their three children.
Rick Liuag
Medicare Specialist
Rick is our Medicare Specialist, with over 25 years of insurance planning experience. He also has a lot of experience in assisting our business owner clients with executive financial planning and asset protection. Rick focuses on understanding client needs and shares information with the heart of a teacher to help you achieve your financial goals.
Rick is an avid golfer and loves to travel to new places to check new courses off his bucket list. He is very involved in his community with charitable events. With his wife, he stays busy supporting the activities and needs of their children.
He works hard to make sure everyone he meets feels valued and appreciated.
Registered Financial Consultant RFC®
Code of Ethics
I will put my clients’ interests above my own at all times within the scope of my abilities.
I will maintain proficiency in my work through continuing education.
When fee-based services are involved, I will charge a fair and reasonable fee based on the amount of time and skill required.
I will abide by both the spirit and the letter of the laws and regulations applicable to financial planning services.
I will give my clients the same service I would provide to myself in the same circumstances.
I will disclose all facts about fees, commissions, and any other sources of compensation received for services provided to clients.
SRS Team of Analysts Include:
Top financial advisors, certified in every major discipline including :