EPIC! Founder & Spotlight Member
New Life Financial Planning
Founder of EPIC! Business Connections and a Certified Financial Planner with decades of experience turning “will we be okay?” into a confident yes. Bryan designs retirement income strategies for families who want a real plan — not a product pitch — and he's the connector who makes sure every introduction in the room actually sticks.
About Bryan
Bryan Daly is a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional® who has spent his career helping families in South Florida make clear, unhurried decisions about their money — especially in the years leading up to and through retirement.
He founded EPIC! Business Connections on a simple idea: the best referrals come from people who actually trust each other. Every week, EPIC! members show up for one another — and that same standard shows up in how Bryan works with his own clients.
If you've ever left a financial meeting more confused than when you walked in, a conversation with Bryan will feel different. Plain English. No pressure. A real plan you can actually follow.
How Bryan helps
Every engagement starts with a conversation — not a sales pitch.
Turn savings into a paycheck you can count on. Tax-aware withdrawal strategies, Social Security timing, and a real plan for the next 30 years — not a product pitch.
Cash flow, investments, insurance, estate basics — looked at together so the pieces actually fit. CFP® standard of care, fiduciary first.
Life, long-term care, and legacy planning that fits your family — not a one-size template. RICP®-credentialed approach to protecting what you've built.
Already have an advisor? Bring your plan for a no-cost, no-pressure second set of eyes. You'll leave knowing what's working and what to ask next.
No pitch, no pressure — just a chance to see if a real plan would help. Pick a time that works, or send a quick note.
Investment advisory services offered through New Life Financial Planning. CFP® and RICP® are professional designations.
