Lindblad Financial Group

"Helping to Build and Preserve Wealth"

Our Mission


At LFG, it is our mission to explain simply, to educate thoroughly and engage our clients and professionals, on Retirement, Investment and Estate Planning to enable them to make wise decisions that will positively impact their present and future lives, and to best position each client with the opportunity to meet their financial goals.

At LFG, it is our vision is to make the Retirement, Investment and Estate Planning experience:


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Simple to understand and engaging.
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To deliver customer service above and beyond the normal and do it with a glad heart.
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To add value at all points of the process.
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To treat and serve each person the way we would like to be treated and served.

Get in Touch


10225 West Thunderbird Blvd. Suite B

Sun City, AZ 85351

Phone: 623-583-5940

Email: dan@lindbladfinancial.com