We make your plans for tomorrow possible.
We make it easy for our clients to focus on other interests.
At Pierre Dauth Financial Services, we take a personalized approach to create a financial path that is tailored to the goals and dreams you cherish. Build your future with peace of mind. Our professionals keep your interests at the top of their priorities.
Why do you want to do business with us?
Your daily life is busy. ⎮ The time you spend managing your business is always the time you cut out.⎮ You have goals, dreams, but you don't know what strategy to adopt to reach them.⎮ You want to invest to optimize your assets, but you do not understand all the rules of the market. ⎮ You have loved ones to protect. ⎮ You want to maintain your standard of living in the event of a problem.
So many reasons why we can help you.
FAQ
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Yes we do! Anyone can benefit from speaking with a Certified financial planner upfront to see which services may apply to them.
While not everyone needs an ongoing relationship with a certified financial planner, pretty much everyone can benefit from some initial input with a CFP. Especially since there are a variety of concerns that a financial professional can assist with.
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While 65 is the goal retirement age for many people, when you retire is a very personal decision that depends on a variety of factors. The general wisdom is that you will need 70 to 80 percent of your current salary to maintain a similar lifestyle in retirement.
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While your financial planner may make a different recommendation based on your particular circumstances, it’s a good idea to book a phone meeting once a year and in person or virtual meeting every 3 years. You should also consider making an appointment in anticipation of life-changing events such as marriage, the birth of a child, divorce, or after inheriting a large amount of money.
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This is a big topic for a lot of people who don’t really understand the world of financial planning. Diversification is the practice of spreading your investments around so that your exposure to any one type of asset is limited. This practice is designed to help reduce the volatility of your portfolio over time. Remember, diversification does not ensure a profit or guarantee against loss.
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For all investments we charge a flat fee based on “assets under management”, which refers to the amount of money we are looking after for you.
The annual percentage ranges from 1% - 1.50%. We do not accept referral fees or commissions from third parties; this is a choice, not a requirement.
As for insurance policies the commission percentage tends to change depending on the type of policy we’re selling: whole life, universal life, term insurance, group insurance, etc. Commissions and other expenses are built into the policy premium. No matter from which company you purchase insurance policy.
Mutual Funds Representative
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.