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Note website davecfp.com  is in the process of a total overhaul, and newer reports are not yet included.   My website design was learned decades ago by me reading “HTML for Dummies” using is a very outdated web structure. A new website and use of social media is in progress with my associate John Rada and his staff that are now part of our “family” of advisors.   

go fish dating We specialize in Retirement Planning and offer Comprehensive Financial Planning if desired.  Or we can just consult with you on your primary needs, including guidance on how to:

site gratuit rencontres serieuses Accumulate and Invest for long-term financial independence.

best dating site Protect and Preserve Wealth from taxes, inflation and by proving clients with investment recommendations based on the current investment opportunities. Our philosophy is to "Participate Yet Protect", participating in opportunities but with careful selection and risk protection to help reach your objectives. We review many potential products side by side using analytical tools from a CPA firm background seeking opportunities for our clients.

millionare dating The biggest financial risk most people face today isn't early death, which you should protect against with the best life insurance strategy, but living too long and not having enough financial resources to enjoy a long, active retirement.


While any investment can result in losses, to achieve good long-term growth I believe that you do not need to take as much market risk as I see when reviewing most new client portfolios.  I believe the key to the best long-term investment returns is not so much hitting the biggest winners in a good market but avoiding the big losses in a falling market. This is because if you suffer a typical bear market loss of 30%, it takes a 43% gain to just break even again

Plan the Distribution of Wealth during your life as well as for your estate in the most tax-advantageous way based on your desires to provide financial assistance to your spouse, children, grandchildren or charities.

Advisory Fees - We do not offer typical asset management accounts which typically charge asset management or wrap fees. Such fees in my view are the most expensive way to get investment advice.  We make investment recommendations but not in the typical managed account with the added annual advisory fees. We usually charge a flat one-time fee for personalized advice, typically $500.  Or, we can just consult on an hourly basis at $100/hr after a free no-obligation introductory meeting.

Free No Cost or Obligation Meeting by Calling 602-955-7500
Or E-mail dave@davecfp.com

Free Second Opinion on Current or Proposed Investment Portfolio
Evening and Weekend Appointments Available
No Minimum Account Size - Your assets are important regardless of amount

Our Offices are located at 1720 E Calle Santa Cruz, Phoenix Arizona, 85022
 We also serve Tucson

We Take Your Financial Future As Seriously as YOU SHOULD !
Large enough to serve yet small enough to care
Committed to Success Through Client Satisfaction


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.  Check the background of this investment professional on FINRA's BrokerCheck 

The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory business or securities business in any states beyond the states in which associates of Hutchison Investment Advisors Inc. or Cetera Advisors LLC maintain registration. 

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