darren tutt, cfp , chfc , ricp · work with you, not for you marrying my college sweetheart my twin...

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ƪƧƥƥ »ĕīīŤļij ļÎðƽ Űĕūö ƩƥƧ Ț ,ðĕijÎƽ eĕijijöŤļūÎ ƪƪƩƧƩ Ț ƮƪƧǔƧƭƪǔƩƩƩƩ Ț ƆƆƆǂIJijƞijǂêļIJ Bring order to the planning process Follow through and being here when you need it most Provide outside perspective to avoid emotionally driven decisions Anticipate and prepare for life events ơ options, including the risks and costs Work with you, not for you Marrying my college sweetheart My twin teenage boys Our two Yorkies, Gandalf and Daisy My vinyl record collection Mountain biking Friends, games, and a local IPA Best things in life: Second best things in life: About Darren: MY VALUES: “I love working with people and puzzles - Ƥ Ǥ Planning for the future can be stressful and confusing, so I want to help my clients achieve their goals by relieving some of the Ǥdz ðÎŞŞöijȒIJijƞijǂêļIJ Securities ļƙöŞöð through öČĕŤūöŞöð Representatives of ÎIJéŞĕðČö Investment Research, Inc., a broker ðöÎīöŞƽ member FINRA/SIPC. ðƅĕŤļŞƌ services ļƙöŞöð ūĒŞļŰČĒ ÎIJéŞĕðČö Investment Research ðƅĕŤļŞŤƽ Inc. a öČĕŤūöŞöð Investment ðƅĕŤöŞǂ MFR Îijð ÎIJéŞĕðČö are not ÎƚīĕÎūöðǂ Darren Tutt, CFP®, ChFC®, RICP® Financial Planning & Advisory B Bri ing g ord der t to t th he pla ORGANIZATION Fo Foll ll llow ow t th hr hrou ou h gh gh a a d nd nd b b bei ein Accountability Pr Prov ovid ide e ou outs tsid ide e p per An Anti tici cipa pate te a a d nd nd p pr rep W Wo k rk wit ith h you not Objectivity Proactivity education Partnership

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Page 1: Darren Tutt, CFP , ChFC , RICP · Work with you, not for you Marrying my college sweetheart My twin teenage boys Our two Yorkies, Gandalf and Daisy My vinyl record collection Mountain

Bring order to the planning process

Follow through and being herewhen you need it most

Provide outside perspective to avoid emotionally driven decisions

Anticipate and prepare for life events

options, including the risks and costs

Work with you, not for you

Marrying my college sweetheartMy twin teenage boys

Our two Yorkies, Gandalf and Daisy

My vinyl record collectionMountain biking

Friends, games, and a local IPA

Best things in life:

Second best things in life:

About Darren:

MY VALUES:

“I love working with people and puzzles -

Planning for the future can be stressful and confusing, so I want to help my clients achieve their goals by relieving some of the

Securities through Representatives of Investment Research, Inc., a broker member FINRA/SIPC. services Investment Research Inc. a Investment MFR are not

Darren Tutt, CFP®, ChFC®, RICP®

Financial Planning & Advisory

BBriingg ordder tto tthhe pla

ORGANIZATION

FoFollllllowow tthhrhrouou hghgh aa dndnd bbbeiein

Accountability

PrProvovididee ououtstsididee pper

AnAntiticicipapatete aa dndnd pprrep

WWo krk witithh you not

Objectivity

Proactivity

education

Partnership