District Financial Planning

Jeff was super helpful, polite, and very knowledgeable. Im just starting out with my 401k, so my assets arent vast. Even though I dont meet the qualifications to be a client of Jeffs, he still took his time answering my questions regarding my investment options. Thanks again for your help, Jeff!
Dec 17th, 2022

Jeff has been extremely helpful in giving me and my family advice on our cash flow situation and making decisions about how much work I should take on. As a freelancer, having someone like Jeff available to offer consultation is very valuable. He's extremely knowledgeable but is great at explaining things in a relaxed, no-pressure way. I recommend him fully.
May 20th, 2022

I met Jeff through a mutual friend. My wife and I just started a family so I had a bunch of questions about planning for the next several years. I also wanted to know how my wife and I can make our money work for us now so we don't have to work forever! Jeff couldn't have been more patient with my many questions and he was very knowledgeable about the options he had to offer. He is and will be my financial planner/advisor as long as I'm around! Derek
Apr 17th, 2014