Understanding Today’s Financial Environment
Welcome, I’m David Batman, an Investment Advisor Representative in Central Florida. With over 33 years of experience in helping individuals and families with their financial situations, goals and challenges, I'm certain I can help you. Whether you need a simple or elaborate financial plan to help chart your course, professional money management for your investment portfolio or just a second opinion about a financial opportunity or challenge, I can help. I am a fee-only financial advisor and I do not sell commission based investment or insurance products. Look around this site for general information on financial matters and specific information on my fees to manage your portfolio or to prepare a financial plan. The initial consultation is at no cost.
I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call me 352-636-8716.
Helpful Content
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.