Our services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Tax Planning Coordination
Wealth Transfer Strategies
Financial Education
“Simplicity is the ultimate sophistication.”
–Leonardo DaVinci
In designing your financial plan we will integrate all of these while always adhering to the strictest fiduciary standards. Our comprehensive and time-tested process is the “science” that seeks to design a simple, yet successful, financial plan.
Our Commitment to your security
At DaVinci Financial Designs® we understand your privacy and information security is just as important as a sound financial plan. Today's world is challenging, but be assured that the DaVinci team is constantly working to protect your information today and in the future.
At DaVinci we use a combination of several platforms for financial planning purposes. We make every effort to ensure that these platforms are secure through our due diligence reviews. For more information on these security systems and processes simply click on each logo below.
our privacy policy
This privacy policy ("Privacy Policy") describes the ways DaVinci Financial Designs® and its affiliates and subsidiaries ("We", "Us", or "LPL Financial") collect, store, use, disclose, and protect your personal information. We use the term "personal information" to describe information that can be associated with you and can be used to identify you. Personal information does not include information that does not identify a specific person.
In case of emergency
In the event our office or surrounding area suffers a significant event that causes a disruption in our ability to serve your financial needs, and you cannot get in touch with your advisor, please contact LPL Financial to gain immediate access to your funds. LPL Financial can be reached at (800) 977-7210, and Fidelity at (800) 343-3548. Your advisor will be in contact as soon as possible.