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28 July

Does your financial advisor invest your money in “sound money” investments?

July 28, 2023March 14, 2024Dave Otto CFP®️ CLU®️ EPC®️ IBC®️UncategorizedNo Comments

A question you should ask your financial/investment advisor: Do you invest my money in “sound money” investments?

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17 July

A Down Day Does Not Need To Be That Way

July 17, 2023July 17, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️UncategorizedNo Comments

A down day doesn’t have to be this way. There’s a safer way to grow and protect your assets.

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9 February

Not Sure a RRSP is Right For You? Here’s an Option You May Not Be Aware Of.

February 9, 2023February 16, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️UncategorizedNo Comments

Not sure a RRSP is right for you? Here’s an option you may not be aware of.

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8 February

Refreshingly Different

February 8, 2023February 8, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️UncategorizedNo Comments

Since 1983, DO FINANCIAL has provided a different kind of refreshing financial advice. 

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7 February

Time for a Rethink

February 7, 2023February 7, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️UncategorizedNo Comments
A popular risk-based balanced ETF has an annualized return of 3.11% since its inception. A popular safe accessible dividend-paying whole life policy cash value has an annualized return of 4.39%…
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Recent Posts

  • Rethinking Wealth Wisdom November 1, 2024
  • The #1 thing business owners want to talk about these days. May 31, 2024
  • Podcast: Building Real Financial Security Using Sound Money & Privatized Banking May 31, 2024
  • NEW Best Practices for Financial Planning Success March 20, 2024

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