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David C Fletcher

Financial Advisor

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Have you ever thought:"I wonder if I have enough to retire or do something else?""How much is my business worth and how do I sell it?"Government costs are skyrocketing. What will my taxes look like in retirement?"&q...... Show More
Location & Business Hours
Tuesday
08:30AM to 05:00PM
Wednesday
08:30AM to 05:00PM
Thursday
08:30AM to 05:00PM
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About
Have you ever thought:"I wonder if I have enough to retire or do something else?""How much is my business worth and how do I sell it?"Government costs are skyrocketing. What will my taxes look like in retirement?""How much I will need to save to retire comfortably?""College is so expensive. How do I save enough to help my kids?"If so, I can relate.I was a pharmacist for almost 20 years before my second career at Edward Jones. For over five years, I've served the financial needs of my local and online clients. I truly love what I do again.Much of my clientele centers around the pharmacy community across the United States. I love working with pharmacists and their families. I walked decades in those shoes and understand the stresses and lifestyle of each stage of that career path.I also love working with my friends, entrepreneurs and local clients. I love helping business owners create strategies to build value to eventually sell their companies.My wife, Jennifer, and I have been married for 29 years. We have three children. I've spent most of my life in the Kansas City area — the last 17 years in Olathe, Kansas. I love our local sports teams, movies and music. We love to support our church and local theater groups.Enough about me. What's important to you?Have you thrown money toward retirement or college without a plan, hoping for enough at the end? Have you avoided estate or insurance conversations because they're uncomfortable? Are you unsure of what your business is worth and how to transition to retirement?Taxes, inflation and unexpected landmines can derail your finances quickly without a plan. Even if you save well, taxes on 401(k) distributions alone may cost you thousands of dollars each year, with ripple effects to Social Security and Medicare.This is where I can help!Using an established process, we look at your entire financial picture. I first learn what's most important to you.We'll then create a personalized retirement strategy to address the goals that matter most to you.Over time, we'll work together to check your progress, adjust and take action when needed.If the unexpected happens, we'll help support you and walk you through the hard times.When great things happen, we'll celebrate successes together!If this sounds helpful, let's chat and see how or if I can help you.
Specialities
Retirement Savings Strategies
Wealth Strategies
Charitable Giving
College Savings
Estate & Legacy Strategies
Insurance & Annuities
Spending Time with Family
Movies & Entertainment
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FAQs
Here are some Frequently Asked Questions about David C Fletcher
What organization is David C Fletcher associated with?
David C Fletcher is associated with Edward Jones.
What is David C Fletcher’s work email address?
David C Fletcher’s professional email address is d************r@e**********.com. You can also email David C Fletcher by clicking on the contact David C Fletcher.
Where is David C Fletcher based out of?
David C Fletcher’s primary location is Olathe, KS.
What is David C Fletcher's phone number?
David C Fletcher's phone number is (913) 815-2264
What is David C Fletcher's title??
David C Fletcher is a Financial Advisor.