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 two categories:
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.
In addition to a financial plan, wealth planning is about growing or preserving 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 freedom, even during unprecedented times.