Finding the right answer begins with understanding the opportunity and being able to access the best solutions.
There are two advantages to how we deliver solutions for our clients’ needs. The first begins with our discovery process of getting to know each client as an individual and expanding that through our disciplined process of goal-setting. The second is the open architecture afforded us by our independence.
As we establish and foster a caring relationship with our clients, we encourage them to bring all their questions and concerns to us. By understanding their situation holistically — no matter how complex — we are better able to identify beneficial outcomes. We are meticulous in building a financial plan, founded in practical solutions that are aligned not only with the client’s goals but with their personal values as well.
We are able to identify those solutions by accessing a virtually unlimited range of products and services from both leading providers and highly specialized firms. This open architecture removes the limitations faced by financial advisors operating in captive corporate environments. The DayMark team is free to access the best of all worlds for our clients.
- Fee Based Financial Planning
- Investment Management Solutions
- Education Planning
- Budgeting and Cash Flow Analysis
- Retirement Income
- Generational Transfer Planning
- Charitable Giving Strategies
- Estate Planning
- Executive Benefits
- Concentration Risk Reduction
- Succession Planning
- Cash Flow Optimization
- Tax Efficient Investment Strategies & Tax-Loss Harvesting
- Pre-Liquidity Planning
- Retirement & Pension Plans
- Business Services Planning