David Haik
david@dmhfinancialsolutions.com
David believes in understanding what's important to his clients first and foremost. He also knows that "what's important" is different for everyone. To address his clients' unique situations, David provides personalized investment and wealth management solutions to individuals and businesses. He has over 28 years of experience in business, marketing, financial and insurance related services. He focuses on wealth management, business succession planning, wealth distribution, and wealth transfer strategies.
David is originally from New Orleans and attended Loyola University New Orleans, and graduated from MidAmerica Nazarene University in Olathe, KS while on active duty with the US Navy. David practices holistic financial planning with both individuals and businesses, designing customized programs matched to their unique goals and objectives. He also conducts seminars and workshops on Financial Planning, Income Planning, and Social Security Planning. David is a client-centric advisor and strives to exceed client needs with exceptional focus, in-depth advice and a commitment to holistic solutions that give the client and their families a lasting voice.
When not meeting with clients, David enjoys spending time with his family, golfing with friends, and enjoying the arts. He's performed with the Heartland Men's Choir, Kansas City Civic Symphony, Independence Symphony Orchestra, Overland Park Orchestra and the Medical Arts Orchestra at KU Medical Center where he also served as President. He was also a board member of the Westport Ballet Corps de Ballet.
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
No one strategy fits everyone, which is why every client gets undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using appropriate methods. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with managing principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and try reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.