Smith David J

Our Vision

At DJS Financial Services, we envision a future where individuals confidently manage and maximize their financial well-being, achieving their financial goals and living life on their terms.

Our Mission

Our mission is to empower individuals to make informed financial decisions through personalized plans tailored to their specific needs and aspirations. We partner with clients to identify their goals, assess their financial situation, and develop customized strategies to achieve their vision.

Who We Are

Founded by David J. Smith, CFP, DJS Financial Services is a team of experienced professionals passionate about guiding clients through every step of their financial journey. Our team comprises Certified Financial Planners (CFPs), investment experts, and insurance professionals - all dedicated to providing exceptional service and fostering strong client relationships.

What We Do

We offer a comprehensive array of financial services designed to meet your unique needs.

Comprehensive Financial Planning

• Goal setting and financial analysis
• Investment planning and portfolio management
• Retirement planning and analysis
• Estate planning and insurance review
• Tax planning and optimization

Additional Services

• Debt management and consolidation
• Business planning and succession strategies
• Educational workshops and resources

Client-Focused Approach

Our approach to financial planning is client-centered. We prioritize open communication, active listening, and personalized solutions tailored to your individual situation. We believe in building lifelong relationships with our clients, empowering them to make confident financial decisions throughout their lives.

Our Values

• Integrity: We uphold the highest ethical standards and principles of conduct
• Transparency: We provide clear and concise explanations of our processes and recommendations
• Accessibility: We are committed to making financial planning accessible and understandable
• Client Focus: Your needs and goals are our top priority
• Sustainability: We advocate for responsible investing and financial planning that considers the future