David Barfield (BBA, CFP®)

David Barfield focuses in the
following client markets or areas of practice:

College/Education Planning

Generation X

Hourly

Millennials

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

Datapoint Financial Planning offers hourly financial advice to individuals, families, and small businesses. Our clients come from all walks of life with varying levels of wealth, income, and investment knowledge.

We do not manage assets, but we do provide specific investment advice that is tailored to your unique circumstances. We will partner with you on implementing your plan and investment strategy as much as you need while allowing you to maintain control of your investment accounts.

Fee-only, Hourly

No commissions.

No kickbacks.

No investment management fees.

No hidden fees of any kind.