Specialties
The conversation is more than just investing; it’s about you, not the numbers. At Littlejohn Financial, we believe that trust and values alignment are key to any successful financial relationship. That’s why we take the time to get to know you and your financial situation before creating a strategy that is tailored to meet your individual needs and goals. We set realistic expectations and are available to answer any questions or concerns you may have.
Are you approaching retirement and unsure of how to best utilize your company retirement plan and pension to secure your future? We understand the unique challenges and concerns that come with planning for retirement. Because of this, we provide a personalized retirement plan optimization service that is tailored to your particular wants and needs.
History
Established in 2010.
We're a inclusive professional organization & we celebrate the differences that make us great. Our mission is to help anyone. But at its core, we strive to be a patriotic & Christian organization. This is not because we're on a mission to convert others & spread our faith, but simply to share the foundation of the fundamental principles that shape our investment philosophies: stewardship, responsibility, & accountability. Your opinions - similar, different, or otherwise - are absolutely welcome. We won't beat you with a Bible, & we certainly know we're not perfect. But we're committed to improving, & you have permission to hold us to a high standard.
Life is full of responsibilities & pressures. We can't make them go away, but we can do our best to make them more enjoyable. And fun is part of it. Working with us should be more than a pile of papers & numbers. If you're going to "join the family", we hope to smile & laugh together... A lot. We try to start by setting a good example.
Meet the Business Owner: David L.
David is on our Investment Committee, Executive Committee, and serves as Principal and Chief Executive Officer for Littlejohn Financial. David is also a Certified Financial Planner ™.
If he’s not in the office, you can find David balancing time between his family, community service (not court ordered, thankfully), and learning new stuff (it’s the curse of being an idea person).
You can also catch him on the True Wealth radio show each week (News Radio 93.9 FM / 1240 KQEN Am) , on YouTube (@LittlejohnFinancial), or blogging on our website… usually about financial stuff… but not always. Because, as David will tell you, “money is important, but True Wealth is about memories and relationships… the money is just how we trade our time.”
Specialties include: Investment expertise, financial planning, business consulting, useless trivia, dad jokes