Dan Levin CPR Consulting

After receiving his BBA in Finance from the University of Oklahoma, Dan Levin joined E.F. Hutton in 1980. He has remained both a consistent and stable resource for his clients throughout his 35 years in the business.

Dan Levin is committed to putting the client first. He knows his clients want more, expect more, and deserve more expertise and service than is the norm. To that end, Dan understands that his clients’ interests are paramount. By specializing in insurance and annuity products, he helps them solve financial problems and demonstrates how they should work toward achieving their financial goals.

Financial Planning is Often Suggested

 

Managing personal finance may not be everyone's cup of tea, especially for those who have no experience in business and management. An accurate financial plan will ease your work and guarantee a successful completion of your financial goals. Here, on our website, we provide helpful information for an accurate finance comparison that will obviously make your work easier.
Managing personal finance may not be the easiest job. If you are one of those who manage their finances themselves, you will surely not find this activity as being the most enjoyable in the whole world. It requires a lot of time and attention, but it is indispensable to your or your family's financial well being. You can find a helping hand here, on our website, where you have the updated information you need in order to do a realistic finance comparison.

Dan Levin Investments

After receiving his BBA in Finance from the University of Oklahoma, Dan Levin joined E.F. Hutton in 1980. He has remained both a consistent and stable resource for his clients throughout his 35 years in the business.

Dan Levin is committed to putting the client first. He knows his clients want more, expect more, and deserve more expertise and service than is the norm. To that end, Dan understands that his clients’ interests are paramount. By specializing in insurance and annuity products, he helps them solve financial problems and demonstrates how they should work toward achieving their financial goals.

There Are Many Types of Investments

Personal Ethics and finance go hand-in-hand; if you have a good relationship with yourself, you will be able to save money. You won’t feel the urge to do things that go against your ethics like sign-up for a credit card using someone else’s name.
Personal finance involves taking a few steps toward safe-guarding your money. Your money spent should not exceed your money received. In order to prevent this from happening, you should make a crude balance sheet and use it to record all of your transactions.
Each month write down how much was received and how much was spent. Make a list of all the things the money was spent on, so you can keep track of your money.
You will be amazed at how much we spend on things that are not necessities.
Make a list and stick to it. Always try to get the best deal for your money and remember that cheaper does not necessarily mean lower quality.
After-all it is your money; managing your personal finances should be seen as a mandatory part of making money work for you.