Collaborative Planning. Holistic Financial Solutions.
We offer a comprehensive suite of services to help deliver on your personalized financial plan.
Whether your goals are to plan for retirement, build on current savings, protect your family, or leave a legacy, we’ll help you stay on track and meet your long-term goals.
With his extensive training and experience plus an unswerving commitment to continuing education, David is uniquely qualified to help you navigate the perplexing areas related to financial planning.
David offers clients the following vital financial planning services:
Financial
Planning
- Cash-flow analysis
- Tax strategies
- Wealth accumulation
- Spend down strategies
Retirement
Planning
- Retirement plan distribution strategies
- Traditional and Roth IRAs
- 401(k) Rollover Capability
Education Funding
Strategies
- 529 Savings Plans
- Coverdell ESAs
- Other solutions available
Family
Protection
- Individual life insurance
- Group life insurance
- Disability income protection
- Health insurance
- Long-term care insurance
- Fixed and Indexed annuities
Investment
Management
- Investment strategies
- Asset management
- Mutual Funds
- Exchange-traded Funds (ETFs)
- Managed Investment Accounts
Legacy
Planning
- Charitable gift planning
- Estate planning strategies
- Tax strategies