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Daniel Watson Agency, Inc.
Daniel Watson, ChFC,CLU,RHU
630-572-0260
Danwatson@dwatsononline.com
Welcome to Daniel Watson Agency, Inc.

Thank you for choosing our site to fill your financial needs. 

This site is designed to give you an overview of our firm's capabilities.   We offer investment advising, financial planning and insurance services to individuals and companies.  Our goal is to provide solutions for our clients by offering a wide array of products and services.  After you have seen some of what we can do, contact us so that we can offer solutions for you.

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    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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IMPORTANT DISCLOSURES
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.,Member FINRA,SIPC and Registered Investment Adviser, PO Box 64284, St. Paul,MN.  55164-0284

Insurance services offered by Daniel Watson Agency, Inc., which is not affiliated with Woodbury Financial Services, Inc.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, IL, IN, MI, MN, NC, PA, TN, TX and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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