Meet David, Your Online Finance Advisor

I Remember Staring Down At An Uncertain Future Feeling Worried About Retirement

I know what it’s like to feel like you’re not going to end up where you want in retirement. That uncertainty robs you of the inner calm we all long for.

If you lack a financial plan for retirement, you’ve likely wondered if there was a coach that can help you take control of your finances. I know you want to be a prepared and confident retiree. You should never have to feel uncertain about your financial future.

At Plan For Your Goals, I get it. As a Fiduciary Advisor and a SmartVestor Pro, my mission is to help you take control of your finances so you can retire with confidence. Together we will work through a planning process that aims to give you the best chance at creating your dream retirement.

My Story

After getting married in 1991, my wife Teresa and I got into some serious debt and weren’t saving like we should. We struggled financially for years. Until 2004. That’s when something transformational happened.

We attended Dave Ramsey’s Financial Peace University for the first time. Using the Baby Steps, we got out of debt, ramped up our saving and investing, and set aside college money for our five children. We finally had a plan that saved us from financial ruin. Now it’s time to return the favor. 

My Core Values

  • Fiduciary: I receive income for my planning services directly from my clients, and I will always act in their best interests. 
  • Heard and Understood: Better understanding leads to better advice. I will take the time to really listen to and understand my clients. My aim is to get to know them, so that their long-term financial plan reflects what is most important to them. 
  • Tilt the Odds: Together we will work through a planning process driven by decades of academic research from economists and behavioral psychologists which aims to give my clients the best chance at reaching their financial and life goals. Wherever they are on their financial journey, everyone deserves to be confident that they can get where they want to be. 

Here To Help As Your Retirement Planning Advisor

I am committed to coaching you every step of the way. The process is simple:

  1. Schedule your FREE financial review.
  2. Get the right financial plan.
  3. Keep your plan on track.

Once you schedule your free financial review, you’ll have taken the first step to preparing for your dream retirement. 

I believe that nobody should have to feel unprepared and afraid. You deserve to be full of hope about retirement. My mission is to help you take control of your finances so you can retire with confidence.  

Schedule a call below so we can get started.

Working With A Financial Advisor Online Is Simple

Elderly Couple Working With Online Financial Advisor for Retirement Plans

Schedule Your FREE Financial Review

No pressure – lets talk about your retirement planning needs and how I can help you work toward them.

Get The Right Financial Plan

During our initial meetings, we will work together to develop your Comprehensive Financial Plan.

Keep Your Financial Plan On Track

Quarterly phone call or virtual meeting to connect and follow-up.

Understanding your real financial condition in this complex world is tough. That's why so many people struggle to make smart money decisions. At Plan For Your Goals my clients get the financial planning, coaching, and resources they need to make better decisions and plan a better future.

Contact

Branch Office: 5954 E Bay Blvd, Gulf Breeze, FL 32563

(850) 786-3400

david@planforyourgoals.com

Check David's background on FINRA's BrokerCheck

Plan For Your Goals, LLC (PFYG), is a State registered investment adviser. PFYG may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. PFYG’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, articles written by third parties, firm written newsletters and/or publications, and third-party links. Accordingly, the publication of PFYG’s web site on the Internet should not be construed by any consumer and/or prospective client as our Adviser’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Adviser with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of PFYG, A copy of PFYG’s current written disclosure statement discussing PFYG’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov 320683 or from the Adviser upon written request, david@planforyourgoals.com.

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