Daniel Hancock

Dan Hancock is the founder and CEO of Asset Financial Planners, a fiduciary financial planning firm in Cheyenne, Wyoming. For more than 13 years he has helped pre-retirees, retirees, and business owners make financial decisions with one question first: what will this cost in taxes?

Tax-first, by design

Most financial plans treat taxes as an afterthought. Dan built Asset Financial Planners the other way around. He designed the firm's tax-first planning process, which brings together:

• Freedom 360, the firm's comprehensive planning process
• The Tax-Alpha Engine, a system for finding tax planning opportunities year after year
• Coordination with each client's CPA and attorney, so tax, investment, and estate decisions work together

For Wyoming retirees, that often means focusing on the federal side: income timing, Roth conversions, required distributions, Medicare premiums, and charitable giving.

Building the practice

Dan founded Asset Financial Planners in 2022. Today the firm serves more than $100 million in client assets for households across Cheyenne, Laramie, Casper, and southeast Wyoming.

A voice inside United Planners

Dan is a Limited Partner of United Planners Financial Services, the firm through which he offers securities and advisory services. He serves on the United Planners Partner Advisory Team (P.A.T.), a small group of Limited Partners who act as a sounding board for the firm's leadership. The P.A.T. brings an advisor's perspective to decisions that affect advisors and the clients they serve.

Author of Trusted and Unmatched

Dan wrote Trusted and Unmatched, a book for financial advisors, published in 2026. It lays out the tax-first, systematized approach to practice that he uses at Asset Financial Planners.

Credentials

• Accredited Asset Management Specialist℠ (AAMS®)
• Chartered Retirement Planning Counselor℠ (CRPC®)
• Investment Advisor Representative and registered representative with United Planners Financial Services
• More than 13 years in the financial services industry (since 2013)
• Review Dan's background on FINRA BrokerCheck (CRD 6060219)

In the community

Dan serves as President of the Cheyenne Capitals Youth Hockey Association (CCYHA), the youth hockey program for Cheyenne families. A longtime player and coach, he also runs the association's annual golf tournament, which supports local youth hockey.

Outside the office

When he is not working, you can find Dan on a golf course, chasing elk with a bow in the Wyoming backcountry, or fishing across the Mountain West.

Start a conversation

Call 307-369-4334, email Dan@AssetFinancialPlanners.com, or book a meeting below.

Client assets include advisory and brokerage accounts, as of November 2026.

Daniel Hancock is an Investment Advisor Representative offering Securities and Advisory Services through United Planners Financial Services, Member FINRA, SIPC. Asset Financial Planners and United Planners are not affiliated.