That’s the foundation of Interlock Financial—a strategic financial advisory firm led by David Bunin, CFP®. David is an experienced independent advisor who has been guiding clients on their financial future for nearly two decades. Having previously worked for large and small investment firms, David founded Interlock Financial after becoming a CERTIFIED FINANCIAL PLANNER™ professional. His practice is located in Westport, CT and offers a range of financial services based on the highest standards and a meticulous approach to put your interests first. As a firm that’s run by an independent CFP® professional, there’s no obligation to sell you any particular products or steer your investments in any one direction – each plan is strategically planned with you, and is built with your needs and those of your loved ones.
In addition to the renowned backing of the CFP®, David Bunin also earned the following designations:
Chartered Retirement Planning Counselor (CRPC®): Knowledge of the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.
Accredited Investment Fiduciary (AIF®): Gives the ability to implement a prudent process in the investment practices, as well as being able to assist others in implementing proper policies and procedures.
Certification for Long-Term Care (CLTC): Enables a focus on the discipline of extended care planning for you or your loved ones, giving the critical tools to discuss longevity and its effects on the family.
There’s so many components to financial planning and we know that every individual has unique challenges. Interlock Financial offers big-picture thinking with a personalized and thoughtful process to help you navigate your future. Our services include:
• Budgeting & Cash Flow Management
• Risk Management & Insurance
• Tax & Estate Planning
• Determining Retirement Needs
• Maximizing Retirement Plans &
• Designing Retirement Income Strategies
• Buying a Home or Changing Jobs
• Starting a Family or Saving for College
• Losing a Loved One or Inheriting Money
To ensure you have comprehensive coverage you can feel confident in, Interlock Financial also partners with a network of independent professionals who specialize in fields such as tax, insurance, and estate planning—if and when further guidance is needed. Getting started can seem overwhelming at first, which is why we’re here to guide you every step of the way.
What is it worth to have confidence in your future? Everything. We put your needs and personal interests at the forefront of the process. As a CERTIFIED FINANCIAL PLANNER™ professional, David Bunin listens, plans and then acts on your behalf. The approach is based on nearly two decades of expertise, and the rigorous CFP® standards.
Wherever you are in your life – no matter what age or stage – we can help you connect all the pieces so that you can have confidence in your future. We approach the process in three phases:
You talk; we listen. You’ll meet with David to discuss your current financial plans, goals and upcoming milestones. This learning process is critical to determine what matters most to you and your loved ones.
Connecting all the pieces together with options and solutions. David will design a comprehensive financial plan that will provide you and your family with meaningful solutions. There’s no cookie-cutter approach – the options presented are carefully tailored to meet the unique needs of each individual.
Maintaining your confidence is an ongoing process. Keeping your financial plan on track requires continuous partnership. After implementing the recommendations which often involve some or all of the financial planning areas,we will meet periodically to address the plan and make appropriate changes over time. You’ll always know where things stand with regular communication and check-ins.