Dan Milosevic
WestPac Wealth Partners
Oakbrook Terrace, Illinois
Contact
How to contact
Phone: 708 830 5848 / E-mail: dan.milosevic@westpacwealth.com
Professional Profile
Call Me When
Call me when... Business owner wants to build, protect, or transition their wealth. We identify and coordinate personal and business financial strategies around investments, tax efficiency, risk management, retirement,estate and succession planning.
Professions
Wealth Manager
Functional Expertise
Capital markets
Cash flow enhancements
Cash management
Compensation
Employee benefits
Employee engagement/ retention
Estate planning
Fiduciary
Finance
Investments
Retirement
Risk management
Strategic planning
Exit/Transition Planning
Business Focus
Holistic wealth planning for business owners and professionals, integrating investments, tax efficiency, risk management, retirement and succession strategies.”
Professional Certification
Series 7, Series 66, Life & Health Insurance Licensed
Client Industries
Agriculture/Mining
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Transportation/Storage
Client Results
Helping clients organize and coordinate their financial lives, identify planning opportunities, protect wealth and make informed long-term financial decisions
Chapter information
Membership
Chicago Individual
Member since
New Member
Why I'm a Member of XPX
I value XPX because great outcomes for business owners come from collaboration. Bringing together trusted professionals across disciplines creates better strategies and better results.
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