
Your Home Office, Without The Office
Are you ready for an investment and financial growth strategy that’s as unique as you are?




At Cindy David Financial Group, we’ve developed a powerfully personal, transparent approach to financial planning and wealth management.
Services
We establish where you are and where you want to go in order to determine how best to avoid roadblocks along the way.
Investing
There are literally thousands of investment vehicles and products available to help you reach your retirement goals.
Taxation
If you have significant investment assets in non-registered portfolios or real estate, whether they are personally…
Risk Management
PROVIDE FOR LOVED ONES. Risk management can mean a lot of things. With regard to your financial welfare…
Business Planning
Business planning focuses on issues specific to business owners and shareholders. For most business owners…
Retirement
Retirement planning involves evaluating your current financial standing and creating an accumulation…
Estate Planning
Estate planning involves drawing up 3 important legal documents, Will Planning, Power of Attorney…
Charity
When it comes to setting charitable giving goals, we often ask clients how they want to be remembered. Chances are…
Referral Network
What works great with a home office of advisors is that everyone is on the same team. When your advisors take …
OUR PROCESS
If you’re busy enough dealing with today’s challenges to worry about next month or far-off retirement, you’re not alone. Most people find managing their finances a challenge, and very few people have a clear idea about how decisions they make today will affect tomorrow. In fact, the question we’re asked most often is “Are we doing the right thing?” Identifying opportunities, challenges, and potential hazards along the way can be tough, but we make this process a little more personal. Finance doesn’t need to be difficult – you just need a plan.

Discovery
Tell us your goals and what’s important to you about money.

Gather Information
Provide us with all of your statements.

Review Your Plan
Get a written report with clear, specific recommendations.

Take Action
Implement your plan; we help you every step of the way.

Ongoing Review
Things change over time, so it’s important to update, review and adjust your plan.