Daniel Wendol

Dolphin Financial Group is an insurance and financial planning firm in Clearwater, FL, associated with Daniel Wendol.

Its services connect health insurance, retirement income planning, financial planning, investment management, longevity planning, Social Security maximization, tax planning, legacy planning,…

Dolphin Financial Group is an insurance and financial planning firm in Clearwater, FL, associated with Daniel Wendol. The firm is described as a registered investment advisor, fiduciary, and independent insurance broker with a focus on people planning for and living in retirement.

Its services connect health insurance, retirement income planning, financial planning, investment management, longevity planning, Social Security maximization, tax planning, legacy planning, and risk assessment. Source materials note that the firm serves clients nationwide and works with multiple carriers, with Florida listed for licensing and health appointments.

The practice emphasizes comprehensive retirement-focused advice, including income strategies, insurance planning, and investment approaches aimed at lowering risk. Its public materials present insurance and wealth management as coordinated parts of retirement planning.