Who is David?
David, president of Haire Bohmer Wealth Management Group, founded the firm in 1999. In the financial planning industry since 1987, David is a Certified Financial Planner and earned his Master’s of Science Degree in Financial Planning in 2006. He has earned LPL's Chairman's Club award each year since 1999. David has been married to wife Anne, for 38 years and has six children, and seven grandchildren. He is an active member in the community, supporting many charities, schools and sports teams. He is an avid baseball fan, and spends his free time on his tractor both at home and on his farm. His real satisfaction comes when he is in front of clients, helping them work toward reaching their goals and seeing their dreams come true. By reviewing the entire plan from cash flow to estate planning, David helps clients see the big picture. |
Why a Radio Show?
David decided to do a radio show because he feels like he has a lot to share. With 20 years in the industry, he has knowledge about all stages of the financial cycle. With numerous clients he has real life examples of how things can work, and some incredible success stories that will resonate with listeners. He wants to share all he has learned in the hope of helping others enjoy their Pr1me years. |
Can I schedule a personal appointment with David? Is David accepting new clients?
David prides himself on the personal service he provides to his clients. In order to maintain that personal service, David accepts only a limited number of new clients each year. It is not the amount of money that a prospective
client has to invest that determines whether or not they become a client, it is their PR1ME NUMBERS.
Perhaps your prime numbers indicate that you would be better served by a CPA or an advisor specializing in debt counseling. Perhaps you are in your mid-30’s and you want to work with a professional closer to your own age, or
maybe you need a more mature advisor to work with your parents. David can help guide you in the right direction.
There is no cost for an initial consultation, which can be done by phone or in the office. Contact David, at david@primenumbersonline.com, or call the office, at (513) 942-9700. Be as specific as possible regarding what you need. David’s mission is to help people reach their goals and fulfill their dreams, so if you think he may be able to help you, don’t hesitate to contact him.
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What is Advice for Life?
Advice for Life is a methodical four-step process that we have implemented successfully for clients with wide-ranging experiences, hopes and dreams. This life-goal approach to planning seeks to reflect all your priorities and specific life circumstances through four key stages: Discovery: We find out what is most important to you, by asking many questions, and together we will figure out where you are now. Planning: Based on our discussions, we will construct a framework for each goal and create a plan that supports them. Solutions: We will recommend specific solutions for each of your goals and implement your customized plan. Monitoring: We will incorporate tracking systems to keep your plan on target, and help you to plan for the unexpected, anticipate change, and adjust your plan over time. Advice for Life is an ongoing process. Over the course of your lifetime, your dreams, goals, and circumstances can change. Through life's ups and downs, we'll be there to provide guidance, monitor your progress, and help keep your plan in sync with your dreams. |
Are there other financial professionals in his firm?
Please check out the firm’s website at www. hairebohmer.com to read all about the firm, the other planners, staff and the mission statement. Haire Bohmer is made up of a variety of different experts in the financial field. Some of the designations of the planners are as follows:
• CPA: Certified Public Accountant, awarded by the American Institute of Certified Public Accountants (AICPA) to accountants who pass the AICPA's Uniform CPA Examination and satisfy the work experience and statutory and licensing requirements of the state(s) in which they practice.
• PFS: Personal Financial Specialist, a financial planning designation awarded by the American Institute of Certified Public Accountants (AICPA).
• CFP: Certified Financial Planner, a financial planning credential awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements
• CFS: Certified Fund Specialist, Institute of Business and Finance (IBF) offers this designation to financial services professionals who successfully complete its 60-hour course, pass a comprehensive exam, adhere to the IBF's code of ethics and complete 15 hours of continuing education courses each year.
• CHFC: Chartered Financial Consultant, a financial planning designation awarded by The American College.
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