Our overall objective is to assist you, our clients, in understanding and taking personal control of overall and specific financial issues. The intent is to function as a coach and advisor. Our firm provides process and structure to assist in the control of financial decisions and their impact on your life plans. We believe that the integration of wealth and tax strategies provides an additional benefit to our clients.
Financial advice regarding taxes, investments, insurance, estate planning, pensions, estates and trusts.
Individuals, corporations, small businesses, pension & profit sharing plans, estates and trusts.
Any client who has a financial, tax or investment problem, or who wishes to plan prudently for the financial future. Furthermore, clients who desire a higher, more sophisticated level of financial or investment planning services than they are receiving from their other advisors may find our programs appealing.
We recognize that each client has a different level of wealth. Whether a minimum dollar amount is required depends on the needs of the client, and on the advisory program recommended. Some of the accounts we may recommend have minimums ranging from $25,000 - $100,000.
We generally make long term recommendations with occasional short-term strategies as the circumstances may indicate. Our investment philosophy focuses on proper diversification and asset allocation over the long haul. Modern Portfolio Theory (MPT) is the basis for our investment philosophy. We use a client’s risk profile to identify allocation between various sectors and styles. We offer ongoing service and periodic review as necessary.
*Investment & financial planning services are offered by David Mendenhall through his affiliation with Avantax. *Asset Allocation and Diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.