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A Critical Check List
For Your Financial Security


absolutely free dating service Investing Strategies & Updates
Note Just a sample of frequent market updates sent to clients
If interested in receiving by e-mail send a note to dave@davecfp.com

PDF Files of Latest Reports- You may have to open the pdf files but are safe.

site rencontre ado gratuit October 2017 Stay the Course or build an ark 

Wall of Trump vs Wall of Congress

Robotics vs Wages  the next potential
trillion Growth & Jobs Opportunity.
Today robomation may be like when the auto
replaced horses and their workers


Evaluation of Bond Risks- other than default
The complications of bond trading


Senior Secured Floating Rate Loans
Alternative to Fixed Rate Bonds
To reduce interest rate risk vs most bonds

Investors Told to Flock to Dividend Paying Stocks
But for the right reasons?

Education Investing Ideas:

Tax Advantaged Gift to Grandchild or Children: 529 Plan
American Opportunity Credit Thanks to the Fiscal Cliff Deal & Lifetime Learning Tax Credit

Financial Planning and Investment Strategies
Retirement Security Issues
MAXIMIZE YOUR FAMILY'S FUTURE INHERITANCE


Reduce Income Taxes
The Tax Trap of Joint Tenant Ownership vs.
Community Property with Right of Survivorship


The Importance of Our Participate Yet Protect Philosophy
We Take Downside Risk as Serious As you SHOULD!

Action Plan to Take Charge

Wealth Building Over Time Charts
& Why Timing is Important


Estate Planning Strategies


RIA Disclosure
Firm Brochure Part 2A SEC Form ADV

Request More Information

Directions to office-  By appointment only


Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investment advice is offered through Hutchison Investment Advisors, Inc, a Registered Investment Advisor.

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