Daniel Futral
Financial Professional
Daniel Futral is a dedicated Registered Representative at American Heritage Financial, serving the Greater Atlanta area. Daniel focuses on providing personalized financial solutions to families, individuals, and business owners.
Daniel’s career in the financial services industry began with his role as a Registered Representative at New York Life/NYLIFE Securities LLC. During his time there, he distinguished himself as a top producer in his class and was frequently sought after by management and colleagues for his expertise and client assistance.
Before entering the financial sector, Daniel served as a Detective specializing in Fraud and White-Collar Crimes with the Sandy Springs Police Department. He led numerous investigations, including cases of fraud and elder exploitation, demonstrating his commitment to protecting and serving his community.
Passionate about helping people and improving their situations, Daniel draws on his background in military and law enforcement to bring a unique perspective to his financial practice. He believes in the power of tailored financial strategies to make a positive impact on his clients’ lives.
Daniel studied International Affairs at Kennesaw State University, equipping him with a broad understanding of global financial systems. He holds licenses to operate in Georgia, Florida, Colorado, New York, and New Jersey.
Outside of his professional life, Daniel resides in Metro-Atlanta with his spouse Tiffany, and they are eagerly anticipating the arrival of their son, Miles. In his free time, Daniel enjoys working on home projects, spending time with family, traveling, and staying active at the gym. He is also committed to giving back through various anti-human trafficking charitable organizations.
For personalized financial guidance, you can reach out to Daniel Futral at (404) 452-8141 or via email at danielfutral@ahfplanners.com.
AHF Wheel of Services
Wills / Trust Reviews
Leaving a legacy requires discipline and preparation. We can work with you to develop a tax-efficient plan that helps provide for the people and passions you care about the most.
Tax Strategies
While most tax preparers focus solely on the current year’s taxes, we plan for the future and highlight long-term strategies (after-tax, Roth and pre-tax) that fit your situation. While we don’t give specific tax guidance or prepare taxes, we often work directly with your tax professional to identify ideas that could make a meaningful impact now and in the future.
Investments
Once you reach life’s distribution phase — those long-awaited retirement years — it’s imperative to identify investments and strategies that align with your goals, risk tolerance and income needs. We can walk you through options to help ensure you never need to worry about running out of money.
Social Security
The question isn’t when can you begin taking your Social Security benefit (between 62 and 70); it’s when should you. We will detail many factors and considerations that go into Social Security optimization and help you determine ways to potentially increase your lifetime benefits.
Medicare
Let’s face it, Medicare can be confusing. But it doesn’t need to be. We can answer your questions and cut through the noise, making sure you have suitable medical and prescription drug coverage and clearly explaining options for covering the 20% of medical expenses that Medicare doesn’t cover.
401k / Pension
Understanding how your retirement program works is the first step toward reaching your goals. We can help you evaluate pension settlement options, make wise investment choices related to 401(k) or 403(b) plans and explain how your wealth is growing so you can have confidence your future is secure.
Workplace Benefits/Business Owner Solutions
If you’re a business owner struggling to recruit or retain key employees and provide attractive benefits, or if you’re contemplating a business transition, we can work with you to build a strong incentive plan and increase value. We create innovative solutions to help protect your business, your employees
and your lifestyle.
Long-Term Care Options
Preservation. That’s what long-term care is all about — shielding you and those you cherish from the unknown. We can assist in devising a long-term care strategy to give you confidence that, no matter what the future holds, your loved ones will be taken care of and your assets will remain intact.
Insurance Programs
The features of insurance policies can vary widely, meaning it’s essential to understand what your policy covers, who your named beneficiaries are, what limits you have and what triggers a loss. We can help you analyze and (if needed) adjust your plans to help eliminate surprises and ensure your needs are covered both now and in the future.
If You’re Ready to Have a Conversation, We’re Ready to Help
Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.