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Calton & Associates, Inc. - 0 Reviews - 301 E 6th St, Fremont, NE - Financial Planner Reviews - Phone (402) 819-5130

Calton & Associates, Inc.

id: 28908047
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301 E 6th St
Fremont, NE 68025
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(402) 819-5130
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Financial Planner

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Owner Message

  • Dave Pimper has been helping people with their financial well-being since his start in the financial industry in 1981. With a sound commitment to client education & relationship building, Dave has had the opportunity to work with, & help, literally thousands of clients. They've seen the value of associating with a 20 plus year veteran getting top notch conservative investment advice & receiving first class, hands on, service as a valued investor.
    Our Firm
    Dave's history includes having worked with one of the largest independent national broker dealers, & being one of only 10 brokers selected out of over 3,000 to sit on the prestigious Advisor Board of Directors, Dave has seen almost every imaginable situation when it comes to conservative investing for individuals, small businesses, retirement planning, tax reduction, annuities & estate protection. He has been quoted numerous times in both local & national industry publications because of the insight & breadth of his financial/investment wisdom. Dave is an accomplished speaker & has facilitated over 200 financial management workshops, educating thousands of people about the opportunities, as well as the common mistakes & pitfalls, inherent in the investment/financial arena.

    Our Investing Approach
    Dave's approach to investing is fairly simple. It is to match the prospective client's risk tolerance, time horizon, & specific financial goals with the most similar, overlaying, conservative investment/financial strategy. Full disclosure & asking questions are both important elements in each of Dave's meetings. investor to really appreciate & understand the benefits of their specific investment plan.
    When it comes to financial management, no individual or business wants to feel forced into a cookie cutter type of investment environment. You want to work with a professional who will take the time to understand how you feel about your specific financial situation, what your goals are & where you want to be in five, ten or even twenty years down the road. Because Dave's not captive to any one particular financial institution, & doesn't handle any proprietary financial products, he can be unbiased when recommending specific investments for your benefit. Asset Allocation of investments is at the core of our risk reward model for our investors. Our goal is to fit current financial opportunities to individuals & businesses, not the other way around
    Commitment to Service
    We are local, personable, & independent. Dave's office is located downtown in his hometown of Fremont, NE. He graduated from Fremont Senior High School, & then from the University of Nebraska at Lincoln in 1977 with a B.A. in Business Administration. Everyone these days seem to promote service. With Dave, it's not just lip service it is the way of doing business. It is with first class service that he really separates himself from the others. He believes trust is built with one client at a time. Dave has been married to his wife Amy for over 25 years. They have two teenage children, Liz & Sam & live with their dog Dub & two cats, Bob & Chester. He is very active in the local Chamber of Commerce, currently working on two committees. Dave's commitment to his clients is that their needs always come first.

    Call Dave today to arrange a free confidential consultation.

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