I Work For You
Welcome to the Paddock Financial Web site. My company believes that good financial decisions do not have to be confusing and that investor behavior is more important than investor skill. My goal is to provide simple, comprehensive techniques that seek to help you make the most of your money and help pursue more of your financial goals.
This site will not only introduce you to my company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools.
What Does Your Retirement Look Like?
Click around and you'll find a variety of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics, designed to help you learn more about personal finance. All this is to help you keep up-to-date on financial issues, strategies, and trends.
Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update our information, and I wouldn't want you to miss any developments in the area of personal finance.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at dave@paddockfinancial.com or call (757) 752-8060.
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What to Expect
Trust. Honesty. Integrity. I believe values matter, and I live by mine every day.
About Me
Years of experience have prepared me to guide you through life's transitions.
I believe my disciplined approach adds a broader perspective to all I do and provides increased benefits to my clients.
I can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
I also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
As an experienced professional, I have helped many people just like you with similar issues and concerns. I can help you create an approach that is designed to address your individual situation.
My Philosophy
Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you work towards your objectives.
My goal as a financial professional is to help you plan for the pursuit of financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, I will strive to help you chart your course to pursue your goals and make wise decisions designed to help improve your financial situation.
I am dedicated to developing lasting relationships with all my clients. I believe in helping each person become confident in assessing his or her financial goals and participating in the financial management process. I feel one of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personal services that I strive to consistently provide are key elements to staying on course while working toward a more secure financial future.
I know that insurance can be complicated, but I also know my business. My years of experience allow me to provide clear, easily understood explanations of insurance products and services, to help you make the best decision. I strive to help my clients obtain the best possible insurance coverage at the best possible price. Most people need insurance — but few people want to spend time poring over every policy detail. I’ll get to know you and your family’s needs, and recommend a coverage strategy designed to fit your lifestyle. Because I have relationships with a variety of insurance carriers, I can find policies that best fit your unique situation.
If you share our commitment to integrity and leadership, contact me for a no cost, no obligation initial consultation from a truly independent, experienced financial professional!