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
- 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.
Additional Information
Hourly Financial Planning
Simply pay for the time you need.
NAPFA Start Date
September 01, 2020
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.