David Deffinbaugh, CPA

When we know what is important to you, we can plan your financial future.

Welcome to my Web site.  I am a financial coach.  My clients are the team owners.  My job is to draft offensive and defensive players with the goal to produce a winning season for the team. My experience as a CPA and financial advisor helps me to pick those players.  A winning season is measured by the achievement of the team owners' goals.

Part of determining the team owners' (your) goals is to find out what is important to you.  As you can see from the pictures of my granddaughters, soon to be updated to include my new grandson, family is important to me.  My goals would include being able to contribute to my grandchildren's college education.  My winning season is measured by the achievement of being able to contribute significantly to those future costs. 

What are your goals?  And who should we draft to be the offensive and defensive players on your team?

 
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →