About us

 

               

 David H. Gaynes, CFP®, ChFC, CFS          Dayna G. Adams, Client Service Director

Gaynes Financial Services, Inc. is an independent financial services company. David Gaynes, through his affiliation with Securities America Advisors, offers independent fee based financial advice.  We specialize in working with individuals who have reached the distribution phase of their wealth.  Most of the time, this is someone who has recently retired, or plans on retiring in the near future. In general, most people don't realize that The strategies used to accumulate wealth are inherently different from those used to distribute it.  We strongly believe that retirees need and deserve to work with an advisor who specializes in their unique situation, understands their special needs, and is acutely aware of the common mistakes that cause many retirees to fall short of their financial goals. 

 
OUR MISSION:  To help our clients design a retirement plan that will give them the highest probability of success based on history and logic.

 
Whether it's a comfortable retirement with an income that they will never out live, providing a college education for their children or grandchildren, or being able to pass the remainder of their assets to their heirs and/or charity and not the IRS, we believe the best way to accomplish our mission is through the comprehensive financial planning process. But our job doesn't stop there.  A financial plan is no good unless the recommendations are able to be implemented, and adjustments are made on a periodic basis to reflect the economic and financial changes, the ever changing tax laws, as well as the changes in your personal situation.  So we help our clients implement the plan, monitor their progress toward their goals, and make necessary adjustments when needed.
 
Gaynes Financial Services, Inc.is a proud member of Integrated Financial Group - a consortium of independent financial professionals.