Personalized financial advice, uniquely tailored to you.
Flat-fee financial advisory firm specializing in low-cost, tax-efficient portfolio management and retirement planning.
Flat-fee financial advisory firm specializing in low-cost, tax-efficient portfolio management and retirement planning.
As Principal and Financial Advisor at Octo Capital, I am personally committed to each client's interests and legally obligated to act in a fiduciary capacity. My focus is on your complete financial future, encompassing everything from investing to retirement planning and tax strategies.
In an industry increasingly focused on serving more people with less time, I take a different approach. I intentionally serve a small, select group of clients. This allows me to maintain a high standard of service, dedicate more time to each client's matters, and respond promptly to all inquiries.
For this reason, I operate on a selective basis when taking on new clients and have limited capacity for new engagements. Please get in touch with me to discuss whether we are a good fit and to inquire about my current availability.
Daniel Shub
Principal | Accredited Investment Fiduciary®
Partner with us to organize your finances, minimize lifetime taxes, design a retirement income plan, align your investment portfolio with your unique financial goals, and receive proactive guidance on all financial matters.
We have years of experience working with clients like you who are facing complex financial decisions as they prepare for retirement. We are ready to guide you towards a successful retirement.
We specialize in retirement planning, helping clients find optimal solutions to their most pressing challenges. We're here to support you on your retirement journey.
You may have questions about how to optimize your 401(k), how much to save for retirement, what types of accounts to use, what to invest in, and how to protect your family financially. We can create a plan to provide a solid framework for your financial decisions, ensuring you remain on the right path.
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Octo Capital, LLC is an SEC-Registered Investment Adviser.
31600 Telegraph Road, Suite 200, Bingham Farms, MI 48025
Phone: 248-731-7729