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1-on-1 Financial Planning Session with Dave Clayman and Greg Phillips of Tw...

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Social Enterprise Greenhouse

10 Davol Square

#Unit 100

Providence, RI 02903

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"Come for a 1-on-1 Financial Planning Session with Dave Clayman and Greg Phillips of Twelve Points Wealth Management."

While a financial plan for your business is important, you can't forget about your own personal financial plan as well. The two coincide. Even if it may seem impossible to think about your personal finances when pouring all of your resources into your business, there are ways to prepare. Along with a financial plan, comes budgeting techniques to maximize cash flows for both business ventures and personal life. When you take the time to organize a stressful area of your life, through planning and budgeting, you will be on your way to “Financial Wellness”. Greg and Dave can also provide insight on Socially Responsible Investing, retirement plans, insurance (both key man and personal), and capital markets.

Twelve Points was founded to bring trustworthiness back to an industry which has steadily lost America’s trust over the last two decades. The 2014 Edelman Trust Barometer found that only 46% of Americans trust the financial advisory industry. Our values reflect the principles of the Scout Law: aiming to be trustworthy, loyal, helpful and friendly guides through our clients’​ financial affairs. We assist our clients in reaching their goals and fulfilling their dreams in any way we can – whether through financial planning, investment management, or using our network of contacts to provide concierge level services. Our mission is to be THE trusted advisor for our clients. We are fortunate to work with clients who value their relationship with us as much as we value our relationship with them.

In 1997, Dave Clayman started his career in financial services at Paine Webber, now UBS Financial Services, where he developed his passion for the markets and trading. Over the next twelve years he became a Financial Advisor and Sr. Vice President of Investments. Dave spent the next five years working for Morgan Stanley, where he grew to appreciate the value of providing in-depth financial planning services to his clients to help them focus on their goals and protect their wealth. For the last five years in a row, Dave has received the Five Star Wealth Manager award. He is an Accredited Investment Fiduciary® designee, considered the gold standard for fiduciary care in the financial services field, and earned the Certified 401(k) Professional designation, which distinguishes financial professionals who have demonstrated the knowledge and experience to favorably impact the outcome of corporate retirement plans. For Dave, it’s really just about the relationships he has with his clients and helping them to focus on and achieve their goals.

Please be advised that there is a $50 annual service fee for advising services. You are welcome to sign up and try out your first session for free.

To sign up, please register for a specific sixty minute block.

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Date and Time

Location

Social Enterprise Greenhouse

10 Davol Square

#Unit 100

Providence, RI 02903

View Map

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