Datapoint Financial Planning, LLC
Hourly financial planning. Pay only for the time you need when you need it. There are no hidden fees of any kind. And there are no minimums. It's just that simple.
Datapoint Financial Planning offers hourly financial advice to individuals, families, and small businesses. Our clients come from all walks of life with varying levels of wealth, income, and investment knowledge. We do not manage assets, but we do provide specific investment advice that is tailored to your unique circumstances. We will partner with you on implementing your plan and investment stra
06/11/2024
Is your financial advisor compensated based on the size of your portfolio? Are the fees coming directly out of your investment and retirement accounts? There are other ways to pay for financial advice...you just have to look around and ask questions. That one percent fee you are paying can be very expensive in the long run.
Expert Investment and Financial Strategy Services in Canton, GA Expert investment and financial strategies in Canton, GA with David E. Barfield, CFP®. Personalized, fee-only advice to achieve your financial goals. Free consultation!
05/20/2024
There is a way to get financial advice without turning over your life savings to an advisor who charges 1% of your portfolio value every year...
Achieve Your Retirement Goals with Advice-Only Financial Planning in Cu***ng, GA Discover how advice-only financial planning can help Cu***ng, GA residents achieve their retirement goals. David E. Barfield, CFP®, offers personalized, unbiased guidance to navigate the complexities
03/22/2024
You don't have to turn over control of your retirement savings (and pay a fortune) to get financial planning. You just have to know where to look.
The Benefits of Hourly Financial Planning: How It Works for You Explore the benefits of hourly and advice-only financial planning for clear, unbiased guidance. Learn how it works for you with Datapoint Financial.
08/04/2023
Great article!
I’m ‘clueless’ about investing and ‘don’t know where to start.' I am considering a financial adviser, but is it really worth the money? Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
08/01/2023
Looking for an Hourly Financial Advisor? What is an hourly financial advisor? If you're preparing to hire an advisor, learn if an advisor who charges by the hour is right for you.
07/21/2023
For the vast majority of investors, a diversified portfolio of low-cost index funds is all you need to build wealth and achieve financial freedom.
Top three financial regrets of retirees, according to Consumer Affairs:
1. Failing to save and invest earlier in their career
2. Failing to save more of their income
3. Failure to pay off debts before retirement
Avoid these mistakes while you still have time!
If you want to build wealth, the formula is simple:
Save first and live on what’s left
If you do it the other way around, there won’t be anything left to save.
If your 401k allows after-tax contributions, you have access to one of the best retirement savings strategies out there...the Mega Backdoor Roth.
The strategy can be complicated, especially if the plan doesn't allow in-plan conversions to Roth, but it's so very much worth the effort!
Dun & Bradstreet and Altria have this option. Maybe your plan does too...don't miss out.
Click here to claim your Sponsored Listing.
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Telephone
Address
Canton, GA
30115
Opening Hours
| Monday | 9am - 6pm |
| Tuesday | 9am - 6pm |
| Wednesday | 9am - 6pm |
| Thursday | 9am - 6pm |
| Friday | 9am - 6pm |