LIFE WELL PLANNED

ABOUT

 

David James Financial Group was founded to assist a select group of successful individuals, families and businesses who aspire to preserve, build and pass on their wealth. We do this via a proactive process built on honesty and transparency. We call it the D3M Investment Process, which stands for Discovery, Design, Deploy and Monitor. This process provides the tools to assist our clients in a Life Well Planned. 

 

"SOMEONE IS SITTING IN THE SHADE TODAY BECAUSE
SOMEONE PLANTED A TREE A LONG TIME AGO"

-Warren Buffett

"SOMEONE IS SITTING IN THE SHADE TODAY BECAUSE
SOMEONE PLANTED A TREE A LONG TIME AGO"

-Warren Buffett

OUR MISSION

Have meaningful relationships with a select group of clients who aspire to preserve, build and pass on their wealth. To have a meaningful relationship, it is vital that we have the mission of being radically honest and radically transparent.

David James Financial Group
Phone (608)426.6660     Fax (608)426.6663 

Address: 1129 17th Ave., Suite B
                 Monroe, WI 53566

Check the background of this practice on FINRA’s BrokerCheck.

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