David Dodd, CFP®, CKA®, founder of
The Other 90 Financial, LLC., specializes in guiding Christians age 50+ towards two main goals:
To Retire Well and
Steward Better.
As both a Certified Kingdom Advisor™ and a
CFP®, David ensures your financial strategies reflect your Christian values and aim for the best return on your life. Based in Mount Vernon, IN, David Dodd Financial Planning serves clients in the Evansville area, Southern Illinois, and virtually nationwide.
Our Services Include:
•
Retirement Income & Investment Management
•
Tax, Insurance, and Estate Planning
•
Social Security and Medicare Education
•
Charitable Giving Strategies
David operates on a unique transparent
FLAT FEE basis, eliminating conflicts of interest typical in percentage-based fees.
This approach ensures his advice serves your best interests, fostering wealth growth without increasing fees. Unlike traditional fee-only advisors, we don't charge a % of the assets we manage, thereby avoiding incentives to take unnecessary risks or discourage prudent financial actions.
Experience Our Services With a Free Retirement Assessment:
Start with a
no-obligation 20-minute call to determine compatibility, followed by a discovery meeting to outline your goals. The process concludes with a personalized assessment review, including actionable insights.
David is committed to building lasting relationships and guiding clients toward a rewarding retirement, aligning with Matthew 25:21, "…Well done, good and faithful servant... Enter into the joy of your master."