David Hodges (CFP®)
David Hodges focuses in the
following client markets or areas of practice:
- Business Owners
- High Net Worth Client Needs
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- High Net Worth Client Needs
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Experience has shown me that financially affluent individuals want a different advisor experience. The affluent require more than just investment consulting. They are not only concerned about their investment portfolio, but also the long-term preservation of their wealth, minimizing taxes on their wealth, implementing strong and tax-efficient estate plans to transfer their wealth to their loved ones, protecting their wealth from litigation and lawsuit, and leaving a financial legacy to have a positive impact on their communities. This type of comprehensive wealth management planning requires a team of experts with a proven leader, an excellent communicator, and a professional that holds you accountable to implement the steps to achieve your dreams and goals.
Additional Information
Clients require a professional relationship with all of their professional advisors (Accountant, Attorney, Insurance Agent, etc.) that puts their concerns, goals, values, and dreams at the center all the time. My role is to lead the professional advisor team.
NAPFA Start Date
July 11, 2007
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