It all begins with a conversation. My clients come from all different walks of life. Business owners to attorneys, physicians to executives, school teachers to salespeople. All have achieved some level of success in their financial lives and have found that this success has led to questions, perhaps even unexpected issues. They need help putting the pieces of their financial lives together. They’re looking for confidence that they’re on the right track, that their risks are being addressed, that their goals are understood, and that a process is in place to address future changes as they arise. In short, they’re looking for confidence in their financial lives. If this sounds like you then I might be a good fit for you. Let’s have a complimentary, no obligation discussion.
The Apex Advisor
Jeff DeHaan, CFP®
Helping my clients negotiate the twists and turns of their financial lives is my passion. Another of my passions is Motorsport. As an avid driver and driving instructor, I’ve found over the years that the concepts utilized across these passions often overlap. Focusing your vision far ahead, finesse, and commitment are all necessary to be successful in both arenas.
As a Partner with Clearwater Capital Partners, I not only use these concepts to help solve problems for my clients, but to help them build an understanding of how to hit their marks in the future.
