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Danielle Workman


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Danielle’s mission is to help clients and their families to make sound financial decisions, guiding them toward continual financial success and the lives they desire.

Danielle believes that the financial planning process serves as the foundation upon which clients build investment programs that work towards the goal of building assets in a manner that is consistent with their risk tolerance.

Danielle takes a detailed, yet practical, approach to help her clients grow their wealth and attain their financial goals and objectives. She recognizes the importance of proper tax strategies and estate planning as part of a comprehensive financial plan and serves as a strategic partner with estate planning attorneys and accountants to ensure that each aspect of her clients’ planning is properly implemented.

Danielle understands that all families are unique and enjoys working closely with her clients to address all their needs, including planning for education, retirement, business succession, charitable giving, and all other special situations and life events. She also focuses on helping women after the death of a loved one or after a divorce.

Danielle is dedicated to helping her clients achieve a successful retirement. Danielle specializes in retirement income strategies and distribution planning, which seeks to help her clients preserve their capital, protect against outliving their money, and provide income for the rest of their lives.

Danielle provides guidance in the following areas:

  • Saving and Investing
  • Income Strategies
  • Retirement Planning
  • Estate Planning
  • Tax Reduction Strategies
  • Life, Disability, and Long-Term Care Insurance Options

Danielle’s genuine concern for her clients’ financial well-being has enabled her to successfully meet the financial planning needs of her clients while maintaining long-term relationships.

A widowed mom of three great kids ranging from grade school to college, Danielle lives in Berkley, Michigan, where she is active in Girl Scouts, the German community and several local business organizations.