David Dodd (CFP®, CKA®)
David Dodd focuses in the
following client markets or areas of practice:
- Baby Boomers
- Charitable Giving
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Charitable Giving
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
David Dodd, CFP®, CKA®, founder of The Other 90 Financial, LLC., specializes in guiding Christians age 50+ towards two main goals: To Retire Well and Steward Better.
As both a Certified Kingdom Advisor™ and a CERTIFIED FINANCIAL PLANNER™, David ensures your financial strategies reflect your Christian values and aim for the best return on your life. Based in Mount Vernon, IN, David Dodd Financial Planning serves clients in the Evansville area, Southern Illinois, and virtually nationwide.
Our Services Include:
- Retirement Income & Investment Management
- Tax, Insurance, and Estate Planning
- Social Security and Medicare Education
- Charitable Giving Strategies
David operates on a unique transparent FLAT FEE basis, eliminating conflicts of interest typical in percentage-based fees.
This approach ensures his advice serves your best interests, fostering wealth growth without increasing fees. Unlike traditional fee-only advisors, we don't charge a % of the assets we manage, thereby avoiding incentives to take unnecessary risks or discourage prudent financial actions.
Experience Our Services With a Free Retirement Assessment:
Start with a no-obligation 20-minute call to determine compatibility, followed by a discovery meeting to outline your goals. The process concludes with a personalized assessment review, including actionable insights.
David is committed to building lasting relationships and guiding clients toward a rewarding retirement, aligning with Matthew 25:21, "…Well done, good and faithful servant... Enter into the joy of your master."
Additional Information
In addition to my memberships with NAPFA, XYPN, and the CFP® directory, I am proud to be part of Kingdom Advisors, an organization that emphasizes integrating Christian values in financial advice. Like NAPFA, these groups strive to promote fee-only financial advice and adhere to the fiduciary standard—the highest standard of care in the financial industry.
I live in Mount Vernon, IN, with my wife and our two young children, ages 2 and 5. My role in our community extends beyond my professional duties; I actively participate in our local church, contribute to theological discussions, and serve on the city council and board of public works. These activities not only fulfill my civic responsibilities but also enrich my personal and spiritual life.
I have a passion for learning and regularly read about financial planning, economics, and other related subjects. I enjoy sharing meals with my family and cherish our time together. In all aspects of my life, I strive to embody the principle "all of Christ for all of life," aiming to honor the Lord with my actions and decisions.
NAPFA Start Date
April 16, 2024
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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