David Bodner: Smoothing Financial Planning

budgetFinancial planner David Bodner seeks to help his clients get on the right financial independent path for them.  The approach those at David Bodner’s firm take is long-term, reinforcing the planning aspect in order to establish value while offering high end services. David Bodner focuses on trust:  in people and in the future, believing it to be the foundation of all relationships. As such they listen attentively to clients’ needs and desires, ensuring together they set out the foundations for success.

Another philosophy at David Bodner Financial Planning is that each client deserves to have a choice in how they pay for their services so they can choose either fee or commission-based products and services.

In terms of the wealth of choices available, David Bodner seeks to help his clients navigate through the management and investments products and services to help them secure their future.  This includes:  pension plans, IRA Rollovers, ETFs and IRAs.


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