When we received an unanticipated infusion of cash and assets during retirement, we wanted oversight and advice for our money moves. Dan addressed all our concerns about unforeseen financial traps. He went further and offered us solid recommendations for reducing our tax load in retirement and brought to our attention consideration of legacy plans, an issue we hadn't contemplated. Dan is thorough in his work, clear in communication, and responsive to our points of view. We definitely endorse Dan as a financial advisor.

We've been extremely satisfied clients of Hampton Financial Services for many years. They've been instrumental in helping to serve our financial needs, everything from taxes to long term investment strategies. They are extremely knowledgeable, dependable and most importantly, trustworthy. They have been able to provide us such peace of mind in our retirement.

The services provided by Securian Financial (Minnesota Life IUL policy) met the needs of my wife and I. Thank you to Dan who was punctual and friendly through the process. Keep up the good work and highly recommended!

I have been working with Mr. Daniel Rotter since early 2021 and my overall experience has been very positive, especially in wealth management and asset allocation planning. I retired in 2021 and at the time had no ideas of asset allocation, as most of my retirement funds were in my employer provided 401K plan and brokerage accounts. Dan and I had weekly meeting and taught me how to allocate them into three buckets: taxable, delayed taxable, non-taxable. In addition, he provided consulting analysis/studies in selecting financial management strategies that best fit for my needs in each bucket. My financial assets have been diversified with good balance of current and future tax pictures. Throughout our interactions, Dan has been highly professional. His responsiveness to emails/calls were always quick. He also provided minutes for every discussion meeting and provide quick follow up for the action items from our communication. I would recommend Dan to friends because he is a knowledgeable, experienced, honest with a warm heart to help others.