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Welcome to Best Times Financial Planning!

At Best Times Financial Planning, we provide fiduciary services to create a financial roadmap that is customized for each family because we understand the necessity of wanting confidence and security for the road ahead. We know true value comes from building long-term relationships and making the right moves to secure your future.

For assistance in all areas of your finances and honest, reliable service, call us today!

Our Services

Our Planners

Kevin’s purpose is to bring value to his family, business and community. This value is harnessed through the Serving Leader model that he follows. As a Certified Financial Planner™ Professional, Kevin works with clients through the trademarked Custom Wealth Architect system. He looks at how their legal, tax, business, investment and family situation relates to their overall purpose.

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Doreen possesses a breadth of expertise in the world of financial planning. Having earned the CERTIFIED FINANCIAL PLANNER™ Practitioner certification and the CHARTERED RETIREMENT PLANNING COUNSELOR™ designation, with almost 30 years of experience she is well-versed in insurance, investment and retirement income planning.

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Daniel P. Jeffery, CFP® has over 27 years’ experience in the financial services industry. Dan is a Financial Planner who is affiliated with Best Times Financial Planning (BTFP). BTFP is a group of wealth preservation specialists who have unparalleled experience in wealth management, business continuity, and sophisticated wealth transfer strategies.

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John joined Best Times Financial Planning in 2014. He graduated with a Bachelor’s Degree in Business Management in 2012 and he holds FINRA Securities Registration Series 7 and 63. Prior to joining Best Times he worked as a Collegiate Academic Coach where he advised students and their families regarding the course and cost structure of their degree.

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