Facts and Insights
DAVID N. HAINSWORTH, C.P.A., P.C. is a highly experienced and knowledgeable financial expert with a proven track record of helping clients achieve their financial goals. With over 20 years of experience in the industry, Mr. Hainsworth has built a reputation for providing personalized and comprehensive financial advice to individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
Some of the key ways in which DAVID N. HAINSWORTH, C.P.A., P.C. helps his clients include:
– Creating personalized financial plans that align with their unique financial goals and objectives.
– Offering sound investment strategies and guidance to help clients make informed decisions about their money.
– Proactively monitoring and adjusting portfolios to ensure they remain in line with changing market conditions.
– Providing tax planning services to help minimize tax liabilities and maximize savings.
– Offering retirement planning services to help clients save for a comfortable retirement.
– Educating clients on important financial concepts and terminology, empowering them to make informed decisions about their money.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 1 | 20 years |
Financial Services Offered:
DAVID N. HAINSWORTH, C.P.A., P.C. offers a wide range of financial services to meet the diverse needs of his clients. Some of the services he offers include:
– Investment management
– Retirement planning
– Tax planning
– Estate planning
– Insurance planning
– Education planning
– Business succession planning
Client Types:
Mr. Hainsworth works with a variety of clients, including individuals, families, and businesses. He understands that each client has unique financial goals and needs, and he tailors his services to meet those specific requirements.
Fees & Compensation:
Clients of DAVID N. HAINSWORTH, C.P.A., P.C. receive transparent and competitive fee structures. The exact fees depend on the services provided and the size of the client’s portfolio. Mr. Hainsworth is committed to providing his clients with value and will always be transparent about any fees.
Background:
DAVID N. HAINSWORTH, C.P.A., P.C. has been a Certified Public Accountant (C.P.A.) for over 20 years. He holds a Bachelor’s degree in Accounting from a reputable university and has completed extensive training in financial planning and investment management. He is also a member of several professional organizations, including the American Institute of Certified Public Accountants (AICPA) and the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know:
Transparency and integrity are important values for DAVID N. HAINSWORTH, C.P.A., P.C. He is committed to providing his clients with accurate and up-to-date information about his background, qualifications, and any disclosures that may affect their decision to work with him. As of this writing, there are no disclosures to report for Mr. Hainsworth.