Our FounderDavid Eddy, Founder of Eighteen Financial Group, helps business owners and successful individuals grow, manage, and protect their assets by helping them improve their financial standing throughout every stage of life. Through his holistic approach, he creates strategies that can help his clients minimize their tax burden, guard their assets, and work to ensure they have enough money to achieve their goals both now and in the future. David helps every client understand the options and opportunities available to them, and empowers them to make wise financial decisions that help them get in the green® and give them financial peace of mind. Our Holistic ProcessOne thing our clients appreciate about working with us is that we don't believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client's situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve. |