Dave Schlabach Financial SVC

Our Guiding Vision

Dave Schlabach Financial Services (DSFS) is built on the vision of empowering individuals to achieve financial clarity and security through personalized guidance and comprehensive financial planning. We are dedicated to offering tailored solutions that address your specific needs and aspirations, empowering you to take control of your financial future.

A Personalized Approach to Financial Planning

Our process starts with a comprehensive assessment of your financial situation, understanding your unique goals, risk tolerance, and financial aspirations. We delve into key areas such as budgeting, retirement planning, investment strategies, and estate planning to identify potential gaps and opportunities for improvement.

Our Services

DSFS offers a comprehensive suite of services designed to address your diverse financial needs:

• Retirement planning:
• Developing comprehensive plans to maximize your retirement accounts and investments.
• Exploring traditional and Roth IRA options.
• Implementing strategies to increase retirement savings and mitigate potential risks.

• Investment planning:
• Tailoring an investment portfolio that aligns with your individual goals and risk tolerance.
• Diversifying your portfolio across different asset classes to reduce risk.
• Regularly reviewing and adjusting your investments to ensure they remain aligned with your evolving financial goals.

• Insurance planning:
• Reviewing your existing insurance coverage to ensure it adequately protects your assets and financial future.
• Identifying potential gaps and recommending appropriate plans such as life insurance, health insurance, and long-term care insurance.

• Estate planning:
• Creating a personalized estate plan that outlines how you want your assets to be distributed after your passing.
• Developing a power of attorney and other legal documents to ensure your wishes are respected.

Who We Are

DSFS is led by Dave Schlabach, a seasoned financial advisor with over 30 years of experience in the industry. Supported by a dedicated team of professionals, we are committed to providing personalized attention, clear communication, and comprehensive solutions to meet your financial goals.

Our Commitment

At DSFS, we believe financial planning should be accessible and approachable. We are passionate about empowering our clients to make informed financial decisions and achieve their financial dreams. We are committed to:

• Providing personalized, individualized guidance
• Offering transparent and understandable information
• Treating every client with respect and dignity
• Building lasting relationships that foster trust and accountability