top of page

The Exchange Fund model assumes an exit from the fund in Year 7, and reinvestment into a similar mutual fund or ETF.

let's connect!​

​

I'm located in Montgomery, OH and am happy to meet locally in person, but I handle most consultations remotely. If you'd like to chat, you can schedule time with me here, complete this form or email me directly at dave@belayfinance.com.

​

I look forward to hearing from you.

Thanks for the message. I will follow up as soon as I'm able.

Please remember

​​

  • The information provided on this website is for general informational purposes only, and does not constitute financial advice.

  • Any financial models and tools provided on this website are for illustrative purposes only, and should not be relied upon as a basis for making investment decisions. The accuracy of these models and tools is not guaranteed, and the results may vary depending on the assumptions used.

  • This website may contain links to third-party websites or content. We do not endorse or make any representations about the accuracy or completeness of any third-party content.

  • This website may contain forward-looking statements, such as projections or forecasts. These statements are based on current expectations and assumptions, and are subject to risks and uncertainties that could cause actual results to differ materially.

  • Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should carefully consider your investment objectives, risk tolerance, and financial situation.

  • Consult with a qualified financial advisor before making any investment decisions. Check the background of your financial professional on FINRA's BrokerCheck.

 

© Belay Finance. CRD 334807.

bottom of page