Who?
Doussard Financial was founded in 2005 after Cynthia was tired of working for a parent company that, for more than 10 years, dictated the types of investments she should sell to her clients.
Cynthia knew that this wasn’t fair to her clients, many of whom had different financial goals. And, given the complexity of the financial services industry today, many other clients were confused by the number and type of options available to them.
So Cynthia decided to set out on her own and create the type of company she thought was needed in this day and age of rushed and sometimes impersonal service. Cynthia hired a few great people who share her outlook: to assist investors seeking help with their financial goals in a knowledgeable, courteous, and professional manner.
Cynthia chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.
Why?
Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing.
That’s why we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.
How?
Once we complete the initial process of setting up your investments, it doesn’t end there. We’ll monitor the progress your money is making. And we’ll meet regularly with you to make sure your investments reflect your current life circumstances.
By forming personal relationships with our clients and helping them set financial expectations, we stand to meet your goals and desires by maximizing your possibilities. We are committed to helping you pursue financial security, and attain the financial confidence that comes with it. Because we work so closely with you, we tend to think of our clients as our friends. So don’t be surprised if you ever get a phone call from us just to say "Hi!"
