If you’re looking for a financial advisor there’s a very good chance that working together may be a good fit.  Before contacting me please take a little time to read and understand the type of individuals we help and what our investing philosophy is. If you think we would be a good fit then please don’t hesitate to get in touch with my office with a phone call or email for a complimentary, no obligation financial review. – See more here

Our Clients 

For over 11 years I have had the privilege of working with individuals and families to help make sense of their financial future.  While each client situation is unique, many of our clients share characteristics that may help you decide if  my expertise is right for you. Most of my clients would consider themselves conservative or moderate investors who are already in retirement or within 5 – 10 years of retirement. Preservation of principal is an important goal, and the tolerance for taking excessive risks in a portfolio are generally low. My clients are typically not “buy and hold” investors, but investors who are patient, but find value in a financial plan that can “adapt” to the volatility in the market.  Most clients are successful, but view their resources as a tool to live and also bless others. I call this the “live and give” philosophy.

Working together

If after reading above you feel like you fit our client profile and would like to have a conversation about working together, I’d be happy to meet with you and find out a little more about your goals to determine if our financial planning services would be valuable to you.

To set up a meeting, you can let me know by clicking here.

Thanks for checking out my blog and I hope to meet you soon.

All the best!

David

 

 

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