Your Bridge to Financial Prosperity

Fee-only Investment Advice & Management

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Three Streams Financial: Empowering working families, professionals, and small business owners to achieve their retirement dreams.

A fee-only investment adviser representative (IAR) based in Overland Park, Kansas. I act as a partner, providing unbiased guidance and collaboration while allowing the client to make the final decision. I emphasize personalization and focus on what you care about the most:

  • A customized, tax-diversified investment strategy that you can easily follow.
  • The powerful potential of your retirement with multiple income streams.
  • A dynamic and flexible retirement account income and withdrawal strategy.
  • The benefits of a flexible and tax-efficient wealth transfer plan.
  • Your best social security and retirement healthcare strategies.
DIVIDEND GROWTH PORTFOLIO SMITH

WHAT WE DO

INVESTMENT MANAGEMENT

Investment And Portfolio Services

Investment advice, tailored portfolio design, and comprehensive investment management services to maximize your financial security.

INVESTMENTS
RETIREMENT INCOME

Retirement and tax planning services

Personalized retirement income and tax planning services that empower you to confidently secure a prosperous financial future.

RETIREMENT
ESTATE AND LEGACY

Estate and legacy planning services

Estate planning services, focusing on legacy wealth management to preserve your assets and ensure your wishes are honored for generations.

ESTATE PLANNING
MEDICARE PLANNING

Social Security and Retirement Health

Effective strategies for Social Security benefits, Medicare & prescription drugs, and long-term care, ensuring you can fully enjoy your dream retirement.

MEDICARE PLANS

Our Investment Philosophy

The best investing strategies should increase returns, minimize risk, and meet investment goals; however, most investors' portfolios underperform because behavioral issues lead them to make suboptimal investment decisions. In reality, the most successful plans are ones that investors can stick with. Our personalized strategies focus on:

income

Invest In A Portfolio Of Dividend Growth Stocks To Outpace Inflation And Never Run Out Of Money.

PROTECTION

Manage Risk More Effectively By Using Buffer Funds To Minimize Losses And Increase Peace Of Mind.

DIVERSIFICATION

We’ll Invest in Multiple Strategies To Withstand Drawdowns And Achieve Better Risk-Adjusted Returns.

WHAT SETS US APART? Trust And Transparency.

  1. As a fiduciary Investment Adviser (IAR), I ensure Transparency, with no hidden fees and no conflicts of interest.
  2. With Comprehensive Wealth Management, you can consolidate all your accounts under one umbrella and access your data on demand, in real time, through a digital portal.
  3. Emphasis on Security is a top priority. You can rest assured that your funds are safe and your privacy is protected, backed by the custodian Charles Schwab.
  4. With over 25 years of direct Experience in the financial industry, I prioritize genuine financial advice and active portfolio risk management over a typical financial salesperson. It's just you and me!
  5. Personalization is not just a service, it's a commitment. As an independent advisor who works directly for you, I understand the unique financial situations you may face, from starting a business to raising a family and paying for college. I've been there, and am here to help.

 

Three Streams Financial

Founder | Portfolio Manager

Daniel Gould

I am an independent investment adviser representative (IAR) based in Overland Park, KS. My financial services are available to individuals, families, professionals, and small business owners across the nation. With over 25 years of experience in the financial markets, I offer successful trading and portfolio management strategies developed in institutional settings.

About Dan

Dan Gould is a Fiduciary

I am a fiduciary under the Investment Advisers Act of 1940. This means that I am held to a strict standard of fiduciary duty, which has two components: a duty of care and a duty of loyalty.

  1. The duty of care requires me to provide impartial and objective advice that is in my client's best interests based on their specific circumstances and investment objectives.
  2. The duty of loyalty component requires me not to place my interests ahead of my clients and to provide complete and fair disclosure of all material facts related to the advisory relationship, including fees and conflicts of interest.

Ready to Take Control of Your Financial Prosperity?

Answer 3 questions and receive an email with personalized next steps from a fee-only (unbiased) financial advisor.

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