SmartVestor

We're A SmartVestor Pro

How We Can Help 

We believe that financial planning is about more than just investing. Through the heart of a teacher, we work with each client to make sure they understand every step of the process. Whether you are working through one of Dave’s 7 Baby Steps or just getting started, we are here to help.

Comprehensive financial planning is about building wealth through a process, not a product. A plan provides not only direction, but also an integrated strategy to try and better your overall financial life over time. A comprehensive plan takes into consideration the entirety of your financial life. Your assets, liabilities, taxes, income, business, etc. These aspects of your financial life are never isolated from each other.

Our Planning Services 

Comprehensive Financial Planning

Develop an overall picture of yourself as an individual, and an investor, that will be used to create a financial plan and strategy that fits your present and future goals.

Estate Planning

Help ensure that your wealth will be transferred according to your wishes and with a smooth transition to your heirs.

Retirement Planning

Develop a strategy for a comfortable retirement through defining your retirement goals.

Insurance Planning

Make sure that your assets are protected by having the appropriate Life, Long Term Care and Disability insurance.

College Planning

Identify the costs associated with education and develop a plan to fund these expenses.

Business Planning

Develop a strategy for business growth and determine the retirement funding vehicle that is best for you and your employees.

Take The Next Step Toward Improving Your Financial Well-being. Get Started Today!

Contact Derek

Invest with Confidence:
Our Expertise, Your Success.

Invest with Confidence: Our Expertise, Your Success.

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