Welcome to DABK Financial Planning Services
We help you achieve the financial well-being that is required to reach your non-financial goals. We do this by providing affordable and conflict-free hourly or flat-fee financial planning advice. Your advisor is a Certified Financial Planner® (CFP®), a Register Investment Advisor (RIA), and a member of The National Association of Personal Financial Advisors (NAPFA). A copy of our Investment Advisory ADV Part2A brochure can be provided upon request.
We specialize in advising on the following topics
Renting versus Buying
Budgeting & Cash Flow Analysis
Tax Planning
Active versus Passive Investment
Retirement Funding Adequacy Analysis
Investment Portfolio Review
Employer-sponsored Retirement Account Fund Selection
Risk Analysis & Insurance Coverage Review
Our Value Propositions
- We are fully independent of any financial institutions and are compensated only by our clients on an hourly, flat one-time or ongoing basis.
- We serve everyone, not just those who are affluent or have large investment assets.
- Our holistic approach emphasizes the integration of life planning with financial advice.
For more information regarding any of the above or other issues, please contact us.
