Lindblad Financial Group

Helping Build & Preserve Wealth

Dan Lindblad has been helping families build financial peace for nearly 40 years. He runs Lindblad Financial Group in Sun City, AZ, where he treats every client like family. Rooted in faith, Dan’s approach is simple: guide people with wisdom, honesty, and care. He focuses on legacy, not just money—and walks with clients through every season of life. If you’re ready to take control of your future and want someone you can trust, call Dan.

Interview

Founded: 
1987

Owner: 
Dan Lindblad

Employees: 
4

Location:
Sun City

The Review

Dan Lindblad | Lindblad Financial Group | Sun City, AZ

Who They Are

Dan Lindblad is a seasoned financial planner with nearly four decades of experience, born and raised in the Phoenix area. A triplet, family man, and man of deep faith, Dan’s journey into finance started with a pivotal conversation during a difficult season. That moment—and his wife’s unwavering support—set him on a path to helping others steward their money with purpose.

What They Do

Dan runs Lindblad Financial Group in Sun City, Arizona, helping individuals and families with investment strategies, retirement planning, estate planning, and life insurance. But Dan’s work goes beyond finances—he’s invested in seeing people’s lives change for the better. His goal isn’t just wealth—it’s peace of mind and a lasting legacy. His mission is simple: educate and guide clients to make wise decisions now that benefit their families for generations.

How They Do It

Dan meets people where they are, listens first, and walks them through their goals with patience and clarity. His approach is rooted in biblical principles—honesty, stewardship, and treating others as he’d want to be treated. Whether he’s helping clients reduce debt, structure a trust, or plan for retirement, Dan’s steady hand and wise counsel reflect his faith in action. His first meetings are always no-pressure, no-judgment conversations focused on understanding the client’s needs and building trust.

Quality and Reputation

What struck me most is how Dan’s clients feel seen. I’ve heard stories of widows hugging him after meetings, grateful for the security he helped them build. One family he worked with 11 years ago came back to thank him for a simple, honest question that changed their entire financial direction. His reputation is built on consistency, care, and doing the right thing—even when no one is watching.

What Deserves Respect

Dan’s dedication is rare. He doesn’t just advise—he advocates. He walks with clients through decades of life—marriage, kids, retirement, even death—and he treats each moment as sacred. He leads with humility, generosity, and discipline, always pointing people back to the bigger picture. You can see Jesus in the way Dan does business—with wisdom, compassion, and a long-term mindset.

My Takeaway

Dan reminded me that one small degree of change now can redirect an entire future. He challenged me to think not just about retirement—but about legacy. What kind of future am I really building? His work is a calling, not just a career. And it shows.

Contact

Don’t wait to plan for the future. Time can be your greatest asset—or your biggest enemy.

Reach out to Dan at:

Lindblad Financial Group

10225 West Thunderbird Blvd, Suite B

Sun City, AZ 85351

📞 623-583-5940

🌐 lindbladfinancial.com

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