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David Mendels
Managing Director
CFP®
DBM Planning, LLCGrand Central Station, PO Box 4206, New York, NY 10163
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Philanthropists, Pre-Retiree, Retirees or Seniors, This is intentionally vague. While I cannot help everyone with everything, I have found over the years, that clients often come up with interesting issues where I can be helpful., Working in Retirement
Major Milestones I Specialize In
Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
The process varies widely depending on the individual client's needs. Essentially, though, we start by focusing on the concerns that prompted the client to reach out. From there, we turn to a discussion of the individual client's details and circumstances and seek to identify any other issues that may also be important to the client. Only then, can we turn to a discussion of strategies for achieving client goals and, once we settle on those, implementing the chosen strategies.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.