LPL Financial Dave Buhr, CFP

Financial planner in Grapevine, TX (show on map)

Certified Financial Planner specializing in comprehensive life planning, investment strategies, insurance, and tax planning for clients in Grapevine, TX.

Call (817) 329-1573

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About

Dave Buhr, a CERTIFIED FINANCIAL PLANNER™ practitioner, provides 20 years of experience in creating and executing comprehensive financial plans that offer real-time insight into clients' progress through online or mobile applications. Specializing in life planning, investment strategies, insurance, and tax planning, Dave focuses on client satisfaction and holistic approaches to financial well-being. H

e holds a series 7 and 63 securities registration through LPL Financial and is dedicated to helping clients work towards financial independence through tailored life planning strategies.

Client-centered approach with personalized financial plans

20 years of experience in life planning and financial advisory

Holistic strategies integrating investment, insurance, and tax planning

Services

Comprehensive Financial Planning

Develops and executes customized financial plans that provide real-time insight into clients' progress, addressing life transitions and long-term goals.

Initial concept interview to assess fit Customized written financial plan Annual updates or adjustments for major life events Referral relationships with estate planning attorneys, CPAs, and insurance agents

Tax Planning Strategies

Collaborates with clients to evaluate current and future taxes through tax planning strategies, using state-of-the-art planning software.

Evaluation of current and future tax situations Long-term tax-advantaged strategy development Utilization of advanced planning software for modeling tax scenarios

Life Insurance Solutions

Demonstrates how life insurance can serve as a useful tool for income replacement and within planning strategies, offering both simple term policies and advanced complex strategies.

Education on life insurance benefits Matching of life insurance products to client needs Advanced strategies for survivorship and retirement income goals

Special Needs Planning

Provides personalized planning for special needs loved ones, leveraging expertise and referral professionals to address the unique complexities involved.

Development or updating of plans for special needs loved ones Collaboration with referral professionals for comprehensive support