advisor

David Dodd, CFP®, CKA®

advisor

Financial Planner

The Other 90 Financial, LLC

Areas of Concentration

Charitable Giving

Comprehensive Financial Planning

Investment Management

Retirement Planning

Wealth Transfer

Investment Planning

Wealth Management

Faith Based Investing

Description

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."
Licensed in these states: IL, IN

Office Location

The Other 90 Financial, LLC

123 Bluff Rd

Mount Vernon, IN 47620

Find on Map

Contact the Advisor

First Name

Email

Phone (required)

Phone

State/Province

Brief description of your needs

© 2024 FaithFi: Faith & Finance. All rights reserved.