Our Services

District Financial Planning provides comprehensive advice, tools, and service for a range of needs, including preparing for retirement, organizing personal finances, creating a savings plan, wealth management, tax reduction strategies, and more.

Our services fall under three management categories:

Comprehensive Financial Planning

A value-based plan that takes a holistic look at your goals, your current/projected life outlook, cash flow and asset analysis, and a review of your risk tolerance. This will paint an in-depth picture of where you are financially, and what strategies are best suited to get you where you want to be.

Wealth Management

In addition to a financial plan, wealth planning is about growing or protecting your wealth through asset management. We plan and invest on your behalf, in an ongoing basis, to match your designated financial goals while managing market risks. With almost two decades of financial planning experience, Jeff prides himself in providing his clients a sense of financial security, even during unprecedented times.

Single Issue/Ad-hoc Financial Consulting

Sometimes, life takes you by surprise, and those surprises can come at a cost. As a CERTIFIED FINANCIAL PLANNER™ operating in a fiduciary capacity, we put our clients’ interests first, always. Whatever the sudden life change may be, we are here to provide you independent, third-party recommendations for next steps. Our goal is to help you become an informed consumer.

Ready to chat? Schedule an initial complimentary consultation with us by sending an email below or using the red booking widget on the lower right of the screen.

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