D3 Financial Counselors is a financial consulting firm with a wealth of experience developing detailed financial plans for our clients. We integrate risk-controlled investment management into those plans, to help our clients achieve their goals. Clients hire us for our focus on Ethics, Education, and over 34 years of combined Experience. Using our fee for service business model (hourly, project or asset management), we demonstrate that the benefit of our expertise clearly exceeds the cost for every level of service that we provide.
We serve clients by helping to reduce the uncertainty in their financial future. Our clients tell us that we organize, prioritize and optimize their financial lives. We were featured in Money magazine, where we helped two young doctors put their financial house in order. We recently attended the Barron's Winner Circle conference for the top independent wealth advisors in the country.
We do not sell any products, and we customize our services to meet our client's needs. Please explore our web site, read this article published by the CFA Institute about choosing a financial advisor, or call 630-271-0033 to determine if we are uniquely qualified to serve your needs.
Keys to Developing a Sound Financial Plan
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