Clear, personalized strategies to help you protect your family and prepare for retirement, without confusion or pressure.
Veteran-Owned • Education-First
Clear, personalized strategies to help you protect your family and prepare for retirement, without confusion or pressure.
Veteran-Owned • Education-First
Build reliable retirement income and make the most of your savings with personalized retirement strategies.
Protect the people you love with customized life insurance solutions designed for your family's future.
Grow your retirement savings with tax-efficient strategies that offer protection and long-term potential.
Give your children or grandchildren a financial head start for college, a first home, or retirement.
Financial decisions don't have to be confusing. We simplify money so you can make confident choices.
Protect your business, your employees, and the legacy you've worked hard to build.
Founded by Army Veteran and licensed financial professional Daniel Clouse, Financial DRC was built on one simple belief: everyone deserves access to quality financial education and planning, not just the wealthy. We help individuals, families, and business owners build wealth, protect what matters most, and prepare for retirement with confidence.
Whether you're planning for retirement, protecting your family, growing tax-efficient wealth, or exploring your financial options, we're here to answer your questions and help you build a strategy with confidence.
✅ Veteran-Owned Business ✅ Independent Financial Guidance ✅ Education-First Approach ✅ Complimentary Consultations ✅ Personalized Financial Strategies ✅ Serving Families Nationwide CONTACT INFORMATION support@financialdrc.com
Please reach us at support@financialdrc.com if you cannot find an answer to your question.
Financial DRC is an independent financial organization built around one core mission, “No Family Left Behind.”
We’re a team of licensed financial professionals who specialize in helping individuals, families, and business owners build, protect, and preserve wealth through strategic planning. Our focus is on providing education first, so clients can make informed decisions about their financial futures.
We broker through Transamerica, one of the most trusted names in the financial industry and operate under the World Financial Group (WFG) platform, a system that allows us to offer a wide range of financial products and services.
Unlike captive agents who represent only one company, we are a non-captive agency. That means we have the freedom and flexibility to work with over 100 “A”-rated financial and insurance companies, ensuring we can find the right solutions tailored to each client’s unique goals, needs, and budget.
Our professionals are licensed in Life and Health, and can assist clients nationwide with:
At Financial DRC, we don’t just sell products — we help people create financial peace of mind.
At Financial DRC, our approach is simple; we educate first, before we recommend anything.
Most financial firms focus on selling products. We focus on helping people understand their options and build confidence in their financial decisions. Our goal isn’t to fit clients into a single company’s product line, it’s to create customized financial strategies that truly work for their goals, families, and futures.
Here’s what sets us apart:
✅ Non-Captive Independence
We’re not tied to one company. Financial DRC partners with over 100 A-rated financial institutions, allowing us to compare products and solutions to find what’s best for you — not what’s best for the company.
🏦 Brokered Through Transamerica
We proudly broker through Transamerica Financial Advisors and operate on the TFAconnect platform. This gives us access to a full suite of respected companies and top-rated products, from retirement accounts and life insurance to estate and legacy planning solutions.
💬 No Fees for Consultations
We don’t charge clients for meetings, consultations, or plan reviews. Our compensation comes directly from the company once a plan or policy is set up, not out of your savings or investments.
💡 Education-Driven Approach
We believe financial literacy changes lives. We take the time to teach families and individuals how money, protection, and compounding growth work, so you can make informed decisions with confidence.
🌎 Our Mission: No Family Left Behind
Every household, regardless of income or background, deserves access to financial education and protection. That’s what drives everything we do.
At the end of the day, Financial DRC is here to help you build wealth, protect your legacy, and bring Wall Street strategies to Main Street families.
At Financial DRC, we provide a full range of financial services designed to help individuals, families, and business owners build, protect, and preserve their wealth, all under one roof.
Because we’re a non-captive agency, we have the flexibility to partner with over 100 top-rated financial and insurance companies, ensuring each client receives solutions that fit their goals, not someone else’s agenda.
Here’s what we specialize in:
💰 Retirement Rollovers & Safe-Growth Accounts
We help clients move their 401(k), 403(b), or other retirement accounts into secure options that grow without participating in market losses. These accounts offer consistency, protection, and peace of mind, ideal for those nearing or already in retirement.
🛡️ Life Insurance & Legacy Planning
Life insurance isn’t just about leaving money behind; it’s about creating living benefits that can be used during your lifetime. We help families find policies that protect their loved ones, build cash value, and even double as tax-advantaged retirement vehicles.
🏦 Estate Planning Support
We assist clients in preparing wills and trusts to ensure their assets are properly transferred, minimizing legal issues and protecting legacies for future generations.
💸 Tax-Advantaged Savings & Wealth-Building Strategies
From indexed products to long-term financial strategies, we help clients maximize savings, reduce risk, and build wealth with no hidden fees and no market loss exposure.
👨👩👧👦 Long-Term Care & Protection Planning
We offer plans that can help cover expenses if you ever need long-term care or daily living assistance later in life, one of the leading causes of retirement fund depletion in the U.S.
At Financial DRC, our mission is simple:
✅ Educate families.
✅ Protect what matters most.
✅ Build financial confidence for the future.
We’re here to help you understand your options, make informed decisions, and create a plan that works, for today, tomorrow, and generations to come.
No! There is absolutely no cost to meet with us.
At Financial DRC, we believe everyone deserves access to financial education and professional guidance, without worrying about upfront fees or hidden costs.
Our consultations, plan reviews, and strategy sessions are completely complimentary. During these meetings, we take the time to:
💬 Learn about your goals and financial situation
📊 Review any current plans or accounts you already have
🧩 Identify gaps, opportunities, and safer options that fit your needs
We operate differently from traditional financial advisors or firms. Instead of charging clients for meetings or management fees, we’re compensated directly by the companies we partner with once a plan or policy is set up.
✅ This means:
Our focus is on education, not sales. Whether you choose to move forward with a plan or not, you’ll leave our conversation with valuable knowledge and clarity about your financial options.
Because at Financial DRC, we don’t just help you protect your money, we help you understand it.
At Financial DRC, we believe everyone deserves access to financial education and protection. No matter their background, income, or stage of life. That belief is at the heart of our mission: “No Family Left Behind.”
We proudly help a wide range of clients, including:
👨👩👧👦 Families & Individuals
We help everyday people create financial strategies to protect their loved ones, build wealth, and prepare for the future, whether that’s saving for retirement, securing life insurance, or setting up an estate plan.
🎖️ Veterans & Service Members
As a veteran-owned and operated business, we understand the challenges of transitioning from military to civilian life. We provide guidance to help veterans and their families build financial stability, maximize benefits, and plan for long-term security.
🏢 Business Owners & Entrepreneurs
We assist small business owners with retirement planning, employee benefits, and protection strategies that secure both their company and their family’s financial future.
👴 Retirees & Pre-Retirees
We work with those approaching or already in retirement to safely grow and preserve their savings, helping them roll over 401(k)s and IRAs into accounts that protect against market losses while continuing to grow.
💼 Professionals Seeking Financial Freedom
For those building careers or side businesses, we offer strategies to manage income efficiently, reduce tax exposure, and prepare for future milestones.
Because we’re a non-captive agency with access to over 100 A-rated companies, we can customize solutions for nearly any financial goal, from protection and savings to long-term wealth and legacy building.
At Financial DRC, our goal is simple:
To meet people where they are, help them understand their options, and build confidence in their financial future.
That’s a great question and one, we believe every client deserves a clear answer to.
At Financial DRC, we operate differently from traditional financial firms or advisors who charge hourly fees, management fees, or percentages of your assets.
We do not charge clients for consultations, reviews, or meetings. Instead, we’re compensated directly by the financial or insurance company only after a plan or policy is put in place.
Here’s what that means for you:
✅ You never pay us directly
✅ None of your savings or investments are reduced by fees
✅ You can explore your options freely, with no obligation and no pressure
Because we’re a non-captive agency, we work with over 100 A-rated companies, not just one provider. That allows us to find what’s best for each client. Whether it’s a safer retirement option, life insurance with living benefits, or long-term care coverage. All without bias or hidden costs.
Our goal is simple:
To educate first, find what fits best, and help families and individuals make confident, informed financial decisions.
When you succeed, we succeed. That’s how partnership should work.
Financial DRC proudly serves clients across the United States.
Because our licensed professionals are registered with Life and Health Insurance Producer licenses, we have the ability to work with individuals, families, and business owners in most states nationwide and can easily expand coverage as needed.
Our structure allows us to meet with clients virtually or in person, making it simple and convenient to receive guidance no matter where you’re located.
🌎 Virtual Meetings & Consultations
We regularly meet with clients through Zoom or phone consultations, making financial education and planning accessible from the comfort of your home.
📍 Expanding Nationwide
Through our partnership with Transamerica and the World Financial Group (WFG) platform, we have access to over 100 A-rated companies in the financial and insurance industries. This means we can help clients in multiple states find customized solutions, not one-size-fits-all products.
Whether you’re in Michigan, Texas, Florida, California, or anywhere in between. If you’re looking to protect your family, grow your wealth, or better understand your retirement options, we can help.
At Financial DRC, our reach may be national, but our focus is always personal. Serving one family, one future, one legacy at a time.
If you’re passionate about helping others, want flexibility in your schedule, and are looking for a career that truly makes a difference, Financial DRC might be the right fit for you.
We’re always looking for motivated individuals who want to build a meaningful business in the financial industry. Whether you’re looking for a part-time opportunity or a full-time career, we provide the training, mentorship, and tools you need to succeed.
Here’s how it works:
🚀 Step 1 – Apply or Connect
You can reach out directly through our website or LinkedIn page to express interest. We’ll schedule a brief, 15-minute introductory call to go over who we are, what we do, and what opportunities are available. The next steps involve a 30–40-minute zoom call to go over more about us as a company, visuals on one of our popular client plans, visuals on our training and compensation as well.
🎓 Step 2 – Get Licensed (if not already)
First, we get you enrolled with WFG, the agent portal, that gives you access to all the company platforms, training and we also cover a soft background check. Then we help guide new agents through the process of obtaining their Life and Health Producer License, which is required to work with clients. Many of our new professionals start part-time while completing this process.
💼 Step 3 – World-Class Training & Mentorship
You’ll receive hands-on training, mentorship, and access to resources through the Transamerica Financial Advisors (TFAconnect) platform, giving you the same tools top professionals use.
🤝 Step 4 – Build Your Business, Your Way
As an independent, non-captive professional, you’ll have the freedom to represent over 100 A-rated financial companies, allowing you to build a business tailored to your goals and your clients’ needs.
🌎 Step 5 – Make an Impact
You’ll help families and individuals protect their finances, build wealth, and secure legacies — all while creating time, income, and impact for yourself.
Whether your brand new to the industry or already licensed and experienced, Financial DRC offers a place where purpose meets potential.
📩 Interested in learning more?
Reach out today to schedule a short introductory call and discover how you can join our mission, No Family Left Behind.
Absolutely. Many of our most successful professionals at Financial DRC actually started their journey part-time, often while working full-time jobs, serving in the military, running businesses, or managing family responsibilities.
We’ve built our system to provide flexibility, support, and growth at your own pace.
Here’s how it works:
🕒 Flexible Scheduling
You control your own schedule. Whether you can dedicate a few hours a week or several days, you decide how much time you want to commit.
🎓 World-Class Training
We provide step-by-step training, mentorship, and resources so you can learn the business at your own pace, no financial background required.
💼 Build Experience While You Earn
You can begin part-time, gain experience, and grow your client base. As you gain confidence and results, you can decide whether to stay part-time or transition into a full-time role.
💬 No Quotas or Caps
We don’t impose quotas or commission caps; your effort and consistency determine your results.
🌎 Support from a Proven System
Through our partnership with Transamerica Financial Advisors and the TFAconnect platform, you’ll have access to industry-leading tools and mentorship to help you succeed, whether part-time or full-time.
At Financial DRC, our goal is to give people the opportunity to build an additional stream of income, develop valuable financial skills, and make an impact helping families, on your own schedule.
📩 Interested in learning more?
Let’s set up a short 15-minute call to see if this could be the right fit for you.
Not at all.
At Financial DRC, we believe in training the right people, not just hiring those with experience. Some of our top professionals came from completely different backgrounds — education, healthcare, trades, military service, retail, and more.
What matters most isn’t your résumé, it’s your work ethic, coachability, and genuine desire to help people.
Here’s what you can expect:
🎓 Step-by-Step Training
We provide in-depth, world-class training programs that walk you through everything you need to know. From understanding financial concepts to learning how to help families and individuals reach their goals.
🤝 Mentorship & Support
You’ll be personally mentored by experienced financial professionals who guide you through each step, help you grow, and ensure you’re confident before working with clients.
💼 Licensing Assistance
If you’re not already licensed, we’ll help you through the process of getting your Life and Health Producer License, which allows you to legally and ethically serve clients in the financial industry.
🌎 Industry-Leading Platform
Through our relationship with Transamerica Financial Advisors (TFAconnect) and over 100 A-rated financial companies, you’ll gain access to proven systems, training tools, and real-world experience.
Whether you’re looking to start part-time or transition into a full-time career, you don’t need a financial degree to make a difference here. Just a willingness to learn and a passion for helping others.
At Financial DRC, we don’t just train financial professionals, we develop leaders.
📩 Want to learn more?
Reach out today to schedule a short introductory call and see if this could be the right opportunity for you.
At Financial DRC, you’re never on your own. Your part of a team that’s fully invested in your success.
We believe that mentorship and leadership development are the foundation of growth. Whether your brand new or experienced in the industry, our system is designed to guide you every step of the way.
Here’s what you can expect:
🤝 One-on-One Mentorship
From day one, you’ll be paired with a mentor who’s already experienced in the business. They’ll help you understand the process, develop your confidence, and support you as you begin helping clients.
🏆 Team Training & Workshops
We host regular training sessions, workshops, and webinars where you’ll learn from top leaders and professionals across the country. You’ll gain insights on everything from financial education and client service to leadership and business growth.
🎓 Proven Systems for Success
Through the Transamerica Financial Advisors (TFAconnect) platform and World Financial Group (WFG) network, you’ll have access to one of the most comprehensive support systems in the industry. Complete with training modules, marketing tools, and advanced financial education.
💬 Collaborative Team Environment
You’ll be surrounded by like-minded professionals who share ideas, celebrate wins, and work together to make a lasting impact. At Financial DRC, we believe in support over competition.
🌱 Leadership Development
As you grow, we’ll teach you how to mentor others, lead a team, and build a business that creates freedom, impact, and legacy. Not just income.
At Financial DRC, mentorship isn’t just a benefit, it’s part of our culture. We grow together, win together, and help families together.
📩 Ready to learn more?
Let’s connect for a short introductory call and see how our mentorship program could help you build your future in finance.
Absolutely. In fact, leadership and growth are built into our culture.
At Financial DRC, we don’t just offer a job, we offer a career path and an opportunity to build something of your own. Whether you want to focus on helping clients one-on-one or build a team of your own, we’ll give you the training, tools, and mentorship to grow into leadership at your own pace.
Here’s how advancement works:
🚀 Earn While You Learn
From the start, you’ll gain hands-on experience helping families and individuals with financial strategies. As you grow your knowledge and client base, you’ll naturally progress to higher levels of leadership and compensation.
🤝 Leadership Development Path
Through mentorship and proven training systems, you’ll learn how to build and lead a team, manage client relationships, and create a business model that offers both time and income freedom.
🏆 No Corporate Ceilings
There’s no “corporate ladder” here. Your growth isn’t limited by seniority or office politics. Your advancement is based entirely on your effort, consistency, and leadership.
💼 Build Your Own Agency
As you develop your skills, you’ll have the opportunity to build your own agency under the Financial DRC umbrella, helping others start their careers while continuing to serve clients and grow your business.
🌱 Mentorship to Management
We teach leadership through experience, not just theory. You’ll learn how to coach, mentor, and develop others into successful professionals, creating both income and impact that extend beyond yourself.
At Financial DRC, we’re not just creating financial professionals, we’re building future leaders who want to make a difference.
📩 Interested in growing into leadership?
Let’s connect for a short call and discuss how our mentorship and advancement track could be a fit for your goals.
Getting started with Financial DRC is simple and it all begins with a conversation.
Whether you’re looking for a new career path, a part-time opportunity, or simply want to learn more about how we help families with their financial futures, we make the process straightforward and supportive from day one.
Here’s how to begin:
📞 Step 1 – Schedule a Quick Intro Call
Reach out through our website, LinkedIn, or social media to set up a 15-minute introductory call.
We’ll go over who we are, what we do, and what opportunities are available to see if it’s a good fit for you.
🎓 Step 2 – Learn the System
If it feels like a good match, we’ll connect you with one of our experienced team leaders who will walk you through our training and licensing process. You’ll learn how to get your Life and Health Producer License and begin your journey in the financial industry.
💼 Step 3 – Begin Training & Mentorship
You’ll gain access to our TFAconnect and Transamerica training platforms, where you’ll receive world-class education, mentorship, and all the tools you need to get started.
🚀 Step 4 – Start Building Your Business
Once you’re licensed, you can begin helping clients, learning the process hands-on, and building your book of business, all while receiving ongoing support and mentorship.
At Financial DRC, we’re not just offering a job, we’re offering an opportunity to build something that creates impact, freedom, and long-term success.
📩 Ready to take the first step?
Click the link below to set up your free introductory call and learn how you can start your journey with Financial DRC today.
Financial DRC was founded in 2005 by Daniel Clouse, an independent licensed financial professional and U.S. Army veteran.
Daniel began his career in the financial industry by brokering through Transamerica Financial Advisors (TFA) and working within the World Financial Group (WFG) platform — a nationwide network dedicated to providing financial education and access to powerful wealth-building tools for everyday families.
Through his experience with TFAconnect.com, Daniel saw firsthand how the Transamerica model allowed professionals to deliver personalized, client-first financial strategies. However, he also recognized a need; to make these services and resources more personal, more approachable, and more widely understood by families who don’t always have access to traditional financial guidance.
That’s how Financial DRC was born.
Under Daniel’s leadership, Financial DRC was created as an independent, non-captive agency, giving clients access to over 100 A-rated financial and insurance companies. This structure allows the team to find the best products and strategies tailored to each client’s goals. without being tied to a single provider.
Today, Daniel continues to lead Financial DRC with the same mission that inspired its creation:
To bring Wall Street to Main Street and ensure no family is left behind.
Whether working with individuals, families, business owners, or veterans, Daniel’s passion lies in helping others gain financial confidence, protect their legacies, and build lasting wealth through education and strategic planning.
World Financial Group (WFG) is one of the largest and most respected financial services organizations in North America.
WFG provides the platform and infrastructure that allows independent financial professionals, like those at Financial DRC, to build their businesses, access top financial products, and serve clients through multiple A-rated companies.
Here’s how it fits together:
🏛️ The Transamerica Connection
WFG operates in partnership with Transamerica Financial Advisors (TFA), one of the most trusted names in the financial industry, with over a century of experience helping families plan and protect their futures.
Through this partnership, licensed professionals gain access to TFAconnect.com, Transamerica’s platform for training, compliance, product information, and account management.
🤝 Empowering Independent Professionals
WFG isn’t a single insurance or investment company. It’s a support network and agency system that equips financial professionals to be non-captive.
That means we’re not limited to selling only one company’s products. Instead, we can partner with over 100 A-rated financial and insurance companies, comparing options to find the best fit for each client.
💡 Why WFG Is Important to Financial DRC
By operating under the WFG platform, Financial DRC can focus on what matters most, educating families, building financial confidence, and helping clients make informed decisions.
WFG provides the licensing structure, resources, and support that make it possible for independent agencies like ours to focus on serving clients with transparency, flexibility, and integrity.
In short, WFG helps Financial DRC operate with the freedom of independence, backed by the strength, credibility, and support of Transamerica.
At Financial DRC, we’re proud to be an independent, non-captive agency. Meaning we’re not limited to working with just one company or product line.
Instead, we have the flexibility to partner with over 100 A-rated financial and insurance companies across the industry. This gives our clients access to a wide range of options to best fit their goals, budgets, and long-term needs.
🏦 What That Means for You
Being non-captive allows us to compare multiple companies side-by-side. Evaluating rates, performance, and product features, to ensure each client receives a solution that’s customized, competitive, and built around their best interests.
Some of the types of companies we work with include:
🏛️ Our Foundation: Transamerica
We broker through Transamerica Financial Advisors (TFA) and operate within the World Financial Group (WFG) platform, which connects us to some of the most trusted companies in the financial services industry.
Through this network, we maintain access only to A-rated or higher companies, ensuring every plan we present is backed by proven financial strength and reliability.
Some other examples of companies we work with: Nationwide, Fidelity, Pacific Life, Allianz, Athene, Prudential and many more!
💡 Why It Matters
This independence gives our clients the advantage of choice. We’re not tied to one company’s agenda, our loyalty is to the client, not the carrier.
At Financial DRC, we believe every family deserves the same level of access, education, and opportunity that’s often reserved for high-net-worth individuals.
By partnering with a broad range of top-rated companies, we make that possible.