Daniel E Sigman, MBA®, CFP®, CEBS®

Licensed Annuity Investigator

More About Me

My name is Daniel E. Sigman. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I work with individuals all over the country to find ways to generate more retirement income and see how to grow and protect their money securely—especially during these turbulent times.

Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income—while also keeping your money securely protected from future market downturns. 

While most financial advisors are more than happy to offer investment tips and growth opportunities for your portfolio, few know how to convert your savings into a long-term, sustainable income—while protecting your money—so that you can spend with confidence when you retire.

I’ve been helping individuals and business owners navigate their financial journeys since 2002. My career started at Ameriprise and Citi, and for over a decade, I’ve been proud to work as an independent financial advisor. I became a Certified Financial Planner® in 2006, and ever since, I’ve focused on retirement planning and asset management. My clients are often people who are seriously thinking about retirement or looking to manage their money more effectively. I also bring experience in managing corporate retirement plans and group benefits.

I earned my MBA from DePaul University in 2001 because I wanted to make a career change and expand my business knowledge. What really drives me is helping people retire with confidence and dignity. With fewer individuals relying on pensions these days, creating dependable income streams has never been more important—and that’s where annuities can play a vital role. Over the years, I’ve worked with companies both large and small, managing their 401(k) plans and educating employees on how to plan and save for retirement. I love being a resource people can count on.

My wife and I have been together since 1989 and married since 2002. We share our home with two rescue dogs and a cat, and we have a special place in our hearts for older pets. In my spare time, I’m usually reading science fiction or planning our next trip—we’re on a mission to visit every national park in the U.S. and every Major League Baseball stadium. My personal motto is “knowledge shared is knowledge squared,” and my greatest goal is to have a lasting, positive impact on others while always striving to grow myself.

I reside in Illinois, and even though my office is physically located in Woodstock, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” online, but we can also share computer screens so that we are all on the “same page.” That way, you can see firsthand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals. 

Sincerely,

Daniel E Sigman