Black Swan Advisors LLC

Black Swan Advisors LLC Grow your Business Value ⬣ Prepare your Family for Wealth ⬣ Exit Confidently on your terms.

08/06/2025

There are lots of speakers out there talking about all kinds of topics. What makes YOU different? Why should you speak more and how can you stand out among others who do what you do? If you're doing presentations already or even if you've never done a single one, this presentation will give you some...

This is very explicitly NOT investment advice. Any other ways you can think of to basically guarantee failure?
04/11/2025

This is very explicitly NOT investment advice.

Any other ways you can think of to basically guarantee failure?

Executing a business plan is really hard if it's not a real plan.
10/22/2024

Executing a business plan is really hard if it's not a real plan.

07/03/2024
Do you live in the 2024 solar eclipse path? The Augusta Rule, allows homeowners who rent out their property for fewer th...
04/05/2024

Do you live in the 2024 solar eclipse path?
The Augusta Rule, allows homeowners who rent out their property for fewer than 15 days within a calendar year can collect rent payments without having to report it as income.
Business owners you can also rent out your home to your business for offsight meetings.

10/16/2023

Join Daniel L. Bishop as he presents "Why New Small Business Owners Fail & How to SURVIVE until you THRIVE" Tuesday, October 24th. RSVP at members.ethosmarion.org/events

This is a pretty sweet solution to a common problem.
08/08/2023

This is a pretty sweet solution to a common problem.

Business Owners, do you want to understand how to Maximize your Business Value?Today, Kristin Carlson, CEPA and I are do...
07/31/2023

Business Owners, do you want to understand how to Maximize your Business Value?
Today, Kristin Carlson, CEPA and I are doing an extra 1 hour lunch and learn, feel free to come by and chat with us.

Jul 31, 2023 02:30 PM CST
https://zoom.us/j/95144797662

05/01/2023



04/28/2023



04/27/2023



Address

610 S West Street
McLeansboro, IL
62859

Opening Hours

Monday 9am - 5pm

Telephone

+18156833034

Website

http://blackswanmember.app/

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Our Story

My name is Daniel, I am a father, husband, son… and a Real Financial Advisor. I am an Advice-Only, CFP® professional; and an expert in Education Planning & Funding, from cradle to career. I created Black Swan to help people make well informed, wise life decisions with their money. Because, it is not just about the numbers – it’s about your whole life; your values, your happiness, your loved ones, and your meaningful purpose.

My advice planning process is designed very carefully. It is, the way my wife and I would want our family to have access to real financial planning and honest advice… especially, if I wasn’t here anymore. It is continually being refined, through the help of my clients, collaborators, and my colleagues.

I partner with my clients to help them create their ideal life plan. Together, we get organized, get clarity, gain confidence. I won’t judge you for the past, we all get busy and sometimes life just happens. When life gets complicated, you need a partner that wants the best for you. I want a meaningful, secure, happy and free future for you, and your family. If we are a good fit, I will work hard to see that happen.

My mission is to change lives through Integrated Financial Life Planning. I also put a lot of extra effort into Education Financial Planning. How to save on the cost of college, not just for it. Not just college savings, but proper college funding and spending strategies. How to handle late stage college funding with the College Pre-Approval ™ Process. How to pay for student loans after you have graduated.