Financial Advisor: Do You Really Need One?
Do you really need a financial advisor?
In both the world of cars and investments, people tend to gravitate towards one of three roles: DIY Enthusiast, Delegator, or Hands Off.
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The media provides exposure, not advice
In this age of information overload, there are an over-whelming number of financial opinions. We help you focus on your specific financial goals by using our experience and knowledge as a filter to cut through the constant noise and chatter.
Simplicity
It is our job to explain your money in simple and straight-forward terms, not to impress you with jargon and investment “speak”. You can never ask too many questions.
You are not your neighbor
There is no magic formula that works for everyone. We have the knowledge, experience and tools to help you plan and achieve your goals.
It takes two to tango
We provide the know-how; you provide direction and guidance.
It is a journey,
not a destination
No matter what your stage of life and career, we can help you. As you change and grow, we adjust so your plan continues to fit your needs.
Wealth is not determined by money
Wealth is determined by love, happiness, and relationships. The number of dollars in your account does not make you more or less than anyone else.
Putting it all together
All the parts of your life are connected. Getting to know you goes beyond your finances. We want to know your values, hopes, and dreams so your success is not purely financial. A life measured only in dollars can never be rich.
Independence brings freedom
Our “product” is our guidance and advice, not specific investments. We are neutral and transparent when selecting the solutions necessary to implement your plan.
Investing, not trading
It is not flashy, but the long term outlook has stood the test of time. We seek to capitalize on this trend through patience and discipline rather than guessing when to zig and when to zag.
Committed to Your Financial Comfort
DV Financial provides financial advice and investment management for people who want to preserve and grow their money. We specialize in making you comfortable through our personal approach. The DV Financial team is one of the premier financial services firms in Central Iowa with personalized financial management and planning for individuals, families, and business owners. We employ the modern tools, technology, and resources you need to have access to your information anywhere, from any device, at any time.
Our mission is to eliminate your financial stress and worry by: