District Financial Planning

Jeffrey has been my financial advisor since before my retirement and he successfully led me to a financially secure post-work life. I’ve now been retired for over a decade (my how time flies when you’re having fun!) and his steady, calm guidance has kept me from being panicky during market ups and downs. What led me to work with Jeff was a co-worker who introduced us and I discovered not only was he comfortable but specialized in working with middle to lower middle class clients. Too many financial advisors limit their client list to the super rich. Getting to meet Jeff’s other clients at his before-COVID summer outing was always a treat.

Jeff was super helpful, polite, and very knowledgeable. I’m just starting out with my 401k, so my assets aren’t vast. Even though I don’t meet the qualifications to be a client of Jeff’s, he still took his time answering my questions regarding my investment options. Thanks again for your help, Jeff!

Jeff has been extremely helpful in giving me and my family advice on our cash flow situation and making decisions about how much work I should take on. As a freelancer, having someone like Jeff available to offer consultation is very valuable. He's extremely knowledgeable but is great at explaining things in a relaxed, no-pressure way. I recommend him fully.

I met Jeff through a mutual friend. My wife and I just started a family so I had a bunch of questions about planning for the next several years. I also wanted to know how my wife and I can make our money work for us now so we don't have to work forever! Jeff couldn't have been more patient with my many questions and he was very knowledgeable about the options he had to offer. He is and will be my financial planner/advisor as long as I'm around!

Derek