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.
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.
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.
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.
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.
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.
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.
It takes two to tango
We provide the know-how; you provide direction and guidance.
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.
Failing to plan is planning to fail
Financial planning can seem overwhelming with so many variables from earnings, taxes, insurance, investments, and inflation, to wills, trusts, estates, businesses, children, and spouses; the list goes on and on. It is time to relax and get comfortable. We can help by explaining your money and our personalized recommendations in common terms while providing excellent customer service.
Saving for retirement is a simple formula, but you are not just a number at the end of an equation. You should have a written retirement plan to coordinate your resources such as a 401(k), pension, social security, IRA, Roth, and even what you have in your savings. Your assets are your legacy. They may be assets of a tangible value such as an investment portfolio, a thriving business, real estate, or expensive jewelry. They may have more sentimental value such as family heirlooms, photographs, keepsakes, and mementos. Understanding your assets will help you enjoy your retirement.
We have the knowledge, experience, and tools to make it easy for you. With our online planning system, you get a personalized, secure website to compile all your financial data. It is a collaborative system where can we share and exchange information while allowing you to access on demand reports with a few simple clicks. We can show you what would happen in “what if” situations, and work with you to keep everything up to date as your life progresses.
Planning is easier to say than to do and retirement is supposed to be enjoyable and relaxing. We will take the time to learn what is important to you. Contact us today and allow DV Financial to be a part of your plan for the future.