The most important part of preparing for the future is protecting it. As a WFGIA agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.
Retirement Income Strategies
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA agent, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if — or when — something happens, those who own and run the business are protected.
Cynthia Fields Daly is a Certified Public Accountant and licensed financial professional. Cynthia holds an MBA in Finance and has been teaching and helping individuals and families with their finances since 2008. She served 28 years in the United States Army, worked 4 years for the federal government, and 5 years for corporate America before becoming fully engaged in the financial services industry in 2019.
C.A.N. Financial Services’ objective to help families fight for their financial freedom by providing training and solutions that will transform lives and leave no family behind. Cynthia serves her community by providing free financial education classes at local community centers, businesses, schools as well as partnering with other organizations that serve women and Veterans.
In 2018, she established the C.A.N. Foundation, Inc., a registered 501(c)3 non-profit organization, to promote financial literacy in the classrooms and the underserved communities. Cynthia’s mission is to develop fiscally responsible individuals who can make well thought out financial decisions in the areas of money and debt management: budgeting, saving, investing, debt, credit, retirement, etc. Ultimately, they can create plans and implement action steps to protect and grow their money with built in safety and tax advantages.