Estate Planning Essentials for Small Business Owners

Estate Planning Essentials for Small Business Owners

Understanding the Role of Fee-Only Advisors in Financial Planning Fee-only advisors, such as those at Datapoint Financial Planning, operate under a model where compensation is received solely from clients without any commissions from selling financial products. This structure aligns the interests of the advisor with those of the client, ensuring advice is unbiased. David E. […]

The Impact of Divorce on Financial Planning

Understanding the Scope and Expertise of Datapoint Financial Planning Datapoint Financial Planning, spearheaded by David E. Barfield, CFP®, is distinguished by its comprehensive approach to financial advisory, specializing in a range of services including retirement planning, investment and financial strategy, risk and estate planning, employer benefits and equity compensation, and fiduciary services. The firm operates […]