You know that you need to save for your retirement. You're given a deferred retirement account at work, but you have no idea what to invest in and you're afraid of putting your money in the market. So, you don't. You wonder what would happen if you died and left your family with all this debt and little income to pay the bills.
To make matters worse, one of your children has a severe mental health issue or developmental issue or physical issue and would not be able to take care of himself or herself if no parent was living. You don't trust the financial advisors, because they have just been known to sell you something and not provide you with the caring and personal advice that you really need with your life changing concerns.
To make matters worse, one of your children has a severe mental health issue or developmental issue or physical issue and would not be able to take care of himself or herself if no parent was living. You don't trust the financial advisors, because they have just been known to sell you something and not provide you with the caring and personal advice that you really need with your life changing concerns.
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Founder and Certified Financial Planner practitioner formed Financial Decision Partners in 2000. Don has a passion for financial planning and investment management. As a commitment to excellence, Don studied at the American College of Financial Services in Bryn Mar, Pennsylvania and was among the first students conferred the Chartered Special Needs Consultant designation in February of 2015.
In 2000, Financial Decision Partners was founded to provide individuals and families with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families. While we value our wealthy clients, we believe that middle American individuals and families deserve affordable and fee-only objective financial advice and investment management services too.
After analyzing where you are now, we construct a roadmap to get you to where you want to be.
At Financial Decision Partners, we believe in offering easy to understand, customized solutions that help our clients achieve the things they want most from their money: obtaining a certain and safe retirement, protecting their hard earned dollars through uncertain times, educating the next generation, caring for aging parents, and creating legacies that last.
At Financial Decision Partners, we believe in offering easy to understand, customized solutions that help our clients achieve the things they want most from their money: obtaining a certain and safe retirement, protecting their hard earned dollars through uncertain times, educating the next generation, caring for aging parents, and creating legacies that last.
Most people think that all financial planners are "certified, " but this isn't true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP(R) certification marks. When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical.
Our focus is on retirement planning and special needs planning. By specializing in these areas, we are able to stay at the forefront in providing excellent solutions to our clients. Of course, there are times when our clients needs require expertise that is related to but beyond our chosen area of focus.
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