Hi, I’m Dan
I'm a financial coach who creates customized simple to follow plans for growing families so that they can get out of debt fast, feel confident about their investments, and save for retirement without feeling like they have to give up all their fun lattes and vacations.
Why my wife can’t stop talking about how she gets to buy cheese - lots of cheese!
Does money make you feel stressed...scared...stuck…? Same! Well, not anymore. But…
For almost 20 years, my family of 14 saved and saved and saved like crazy people! We took some nice vacations (like Egypt, Rome, and Greece) and had built a pretty nice retirement account for ourselves, but we lived on a TIGHT, no-cheese-buying budget.
Until…I learned how money worked. If you don't know how money works, you’ll always be working for money (just like us)...
earning money.
saving money.
stressing about money.
ignoring money (aka. your bank statements) because you don’t know what to do with it or how to get out of all your debt!
But, when you know how money works, you can make it work FOR you.
make money when you’re not working because you know the best places to invest it.
build a retirement account beyond your wildest imagination with just $100/mo because you know the best financial advisors to work with.
pay off debt in half the time because you’re strategic about it.
and, live stress-free because you’re in control of your money and know exactly what’s happening with all of it!
If there’s one thing I’m certain of with 9+ years of financial
industry experience (and a 24-year career in the military)
it’s that money isn’t the problem. You are.
When I changed the way I handled money, because I had learned how money worked my wife was able to start buying cheese, we kept building our retirement accounts and took my whole family - now 16 people (2 sons-in-law were added) - skiing in the mountains.
That’s why I’m bringing this information to YOU so that you can make it work for you, build an incredible retirement for yourself, get out of debt ASAP, and let your wife buy as much cheese as she wants! #happywifehappylife
You deserve to have money work FOR you.
Find out more about me below:
Like which university I taught finances at, how many people I led before getting out of the military, and how many grandchildren I have (what? I’m a grandpa!)...
Dan Roose - Financial Coach
Dan Roose, graduated from Courtland High School in Fredericksburg, Virginia before going to Virginia Tech, where he earned a degree in Economics. He joined the Army and served for 24 years before retiring as a Lieutenant Colonel. He served in many areas to include Germany, Bosnia, Kosovo, Afghanistan, and Iraq. He held many leadership positions and was responsible for an organization of over 3,000 people before retiring. During his service, he completed a Master’s Degree in Human Resource Management and was able to teach a personal financial management class for the University of Maryland. .
Upon getting out of the Army, he was looking for a way to continue to serve people and build a business for his family. Financial Services have always interested him so he found a mentor and started Fortress Builders Financial. Now, Dan has two offices and a third one opening in Reading, PA in 2020. Dan and his wife, Penny, have 12 children and recently welcomed their first 2 grandchildren.
As a financial coach, Dan knows the difference a financial education can make for families and individuals at any stage of their life. He looks to continue to partner with organizations and people throughout the community and beyond to host FREE educational workshops! He strongly believes that if people know better, they will do better. Having a basic financial education can help anyone avoid costly mistakes and have a clear path to their financial goals.