Throughout his career in the financial industry, David Fisher has worked at over five different firms, each with decades of history. To his surprise, despite their long-standing presence, nearly all of these firms lacked sufficient advisor education, leading to subpar advice for clients. Recognizing this issue drove David to pursue proper training and delve into financial research to identify the strategies that truly empower families to achieve a successful retirement. This commitment to excellence is the foundation of the Tax Free Wealth Group, employing only the most research-backed financial strategies to help their clients maximize their income and options in retirement—strategies that, unfortunately, much of the industry tends to keep hidden.

Dan Pecoraro has had the privilege of serving families and businesses in the financial services industry for nearly 30 years. Dan is a licensed Investment Advisor fiduciary as well as licensed in the insurance and protection markets. His experience spans from running a private practice in boutique offices to working with the large, well-known firms on Wall Street. In the last decade, Dan has held executive positions at a MassMutual agency and served as a Regional Director with Prudential Advisors. Driven by a desire to make a greater impact, Dan and his partner David founded the Tax Free Wealth Group. Their mission is to focus on eliminating taxes and reducing market volatility—two of the biggest challenges retirees face. By achieving this, and providing guaranteed income streams, the Tax Free Wealth Group Insurance Agency, LLC aims to ensure that their clients enjoy smoother, more consistent retirements.