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:

Accumulate and Invest for long-term financial independence.

Protect and Preserve Wealth from taxes, inflation and help provide prudent growth. Our philosophy is to "Participate Yet Protect", participating in growth opportunities but with careful selection and risk protection to help reach your objectives. We independently review many potential products side by side using analytical tools from a CPA firm background seeking opportunities for our clients.

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.

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.

Reasonable Advisory Fees - We do not charge asset management or wrap 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 are offered through Multi-Financial Securities Corp, Member FINRA/SIPC. Investment advice is offered through Hutchison Investment Advisors, Inc, a Registered Investment Advisor. Multi-Financial Securities Corp. is not an affiliated company of Hutchison Investment Advisors, Inc., or Hutchison Financial Advisors.

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 Financial Advisors, or Multi-Financial Securities Corp. maintain registration.  ©2002-2008 Hutchison Financial Advisors. All rights reserved.

CERTIFIED FINANCIAL PLANNER^TM and are certification marks owned by the Certified Financial Planning Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

The views expressed on this site are those of Dave Hutchison, CFP, and should not be construed as investment advice. All information is believed to be from reliable sources; however, no representation is made as to its accuracy.  All economic and performance information is historical and not indicative of future results.  Please consult your financial advisor for more information.