We make complex financial matters simple, filter out the noise, and provide a clear direction for your financial future.
At District Financial Planning, we're committed to acting as fiduciaries in advisory relationships for our clients. This means we always put your interests first and act in your best interest. We are happy to provide transparency and honesty throughout the financial planning process. Contact us today to learn how we can help you work towards your financial goals with confidence.
Our team is here to help you pursue your financial goals. We offer a wide range of services tailored to your unique needs, including:
We help you create a retirement plan that aligns with your goals and risk tolerance, striving to ensure a comfortable and secure retirement.
We provide guidance on minimizing taxes and optimizing your tax strategy to maximize your savings.
We help you create a comprehensive estate plan that preserves your assets and ensures a smooth transfer of wealth to your beneficiaries.
Our wealth management services are designed to optimize your investment portfolio, minimize risks, and pursue your long-term financial goals.
We aim to help business owners create wealth using more in-depth tax strategies, employee benefits, and creating an exit strategy.
We provide comprehensive financial planning services, retirement planning, education planning, protection planning, progress tracking, and investment strategies to help you work towards financial stability and success.
At District Financial Planning, we pride ourselves on providing personalized and effective financial strategies to our clients. Here's what a few of our satisfied clients have to say:
“My husband and I hired Jeff Settle after interviewing a few financial planners. We very much appreciated (and continue to appreciate) Jeff's honest and professional approach with us. He is extremely patient, answering all of our questions, and has met with us several times to make sure that we are comfortable moving forward with his recommendations. He is very responsive and flexible with respect to meeting requests.”
*This statement is a testimonial by a client of the financial professional as of 07/7/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“Jeff has been a very resourceful and knowledgeable financial adviser. Any time we have questions or concerns, he makes time to meet and discuss our options. He understands the financial planning jargon and can clearly explain the options, benefits, risks, etc. in terms that are much easier to understand. We feel that Jeff is able to work within our budget while keeping our best financial interests at heart. He is also proactive in meeting with us regularly to discuss the status of our accounts. If you want to be treated like a person and not just some other customer, we highly recommend District Financial Planning.”
*This statement is a testimonial by a client of the financial professional as of 07/10/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
"Jeffrey has been my financial advisor since before my retirement and he successfully led me to a financially secure post-work life. I’ve now been retired for over a decade (my how time flies when you’re having fun!) and his steady, calm guidance has kept me from being panicky during market ups and downs. What led me to work with Jeff was a co-worker who introduced us and I discovered not only was he comfortable but specialized in working with middle to lower middle class clients. Too many financial advisors limit their client list to the super rich. Getting to meet Jeff’s other clients at his before-COVID summer outing was always a treat."
*This statement is a testimonial by a client of the financial professional as of 08/18/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.