Introduction to Professional Risk Assessment
Introduction to Professional Risk Assessment Professional risk assessment, a pivotal process in financial planning, strikes at the heart of making informed investment decisions. Notably, at DataPoint Financial Planning, under the stewardship of David E. Barfield, CFP®, a refined approach to risk assessment is applied, which ensures that investment outcomes align closely with client goals. This […]
The Importance of Fiduciary Responsibility in Financial Planning
The Importance of Fiduciary Responsibility in Financial Planning In the realm of financial planning, the significance of fiduciary duty cannot be overstated. A fiduciary is legally obligated to act in the best interests of their clients, a standard that ensures transparency and trust. This principle is crucial, particularly when dealing with financial advice, as it […]
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 […]
Expert Investment and Financial Strategy Services in Canton, GA
Facebook Twitter LinkedIn When it comes to securing your financial future, having a sound investment and financial strategy is paramount. In Canton, GA, residents are turning to David E. Barfield, CFP®, founder of Datapoint Financial Planning, for his expert guidance and trusted advice. David’s commitment to providing personalized, fee-only financial planning sets him apart as […]
How Advice-Only Financial Planning Can Help You Achieve Your Retirement Goals in Cumming, GA
Facebook Twitter LinkedIn Are you a Cumming, GA resident looking to secure your financial future and achieve your retirement goals? Advice-only financial planning may be the solution you’ve been seeking. In this article, we’ll explore how this unique approach to financial planning can help you navigate the complexities of retirement planning and make informed decisions […]
The Benefits of Hourly Financial Planning: How It Works for You
The Benefits of Hourly Financial Planning: How It Works for You Facebook Twitter LinkedIn In the ever-evolving landscape of financial advice, one model stands out for its transparency, affordability, and client-centered approach: hourly financial planning. Unlike traditional financial planning models, which often rely on asset management fees or commissions, hourly financial planning aligns closely with […]
Small Business Finance with Hourly/Advice-Only Financial Experts
Small Business Finance with Hourly and Advice-Only Financial Experts Facebook Twitter LinkedIn Effective financial management is essential for small business success, yet navigating this terrain presents unique challenges, from managing fluctuating revenues to budgeting for growth. The choice of a financial advisor is pivotal, and the clarity and impartiality of an hourly financial planner or […]
Inflation and Its Effects on Fee-Only Financial Plans
Inflation and Its Effects on Fee-Only Financial Plans Facebook Twitter LinkedIn Strategies for Long-Term Security In today’s ever-evolving economic landscape, inflation poses a significant challenge to the stability of financial plans. Specifically, for Fee-Only Financial Planners, adapting strategies to mitigate the impact of inflation is crucial for ensuring long-term financial security for their clients. Let’s […]
Cryptocurrency Investing with Fee-Only Advisors
Cryptocurrency Investing with Fee-Only Advisors Facebook Twitter LinkedIn The Rise of Cryptocurrency Investment Cryptocurrency has revolutionized the financial landscape, offering a new way to invest and manage assets. With the digital currency market expanding rapidly, many investors are seeking guidance to navigate this novel terrain. This is where fee-only advisors play a pivotal role. They […]