BREAD & BUTTER
Rather than just advise on investments, David prefers to look at the whole picture of you and your life. This means your goals, your health, your children, your career, etc.- what's currently going on around you and what your future hopes are. While he and any advisor can be your investment manager, his sweet spot is as your long-term financial coach. We call this comprehensive financial planning.
Additionally, we have created a way to help address the needs of those we consider Inspired Achievers- those who are in the earlier stages of saving and planning their future (note: this does not always mean "young!") Read this page to find out more...
KNOWLEDGE AREAS
Investments
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Bonds
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Common Stock
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Treasury Bills & Notes
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Brokerage Accounts
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Commodities
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Simple IRA
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SEP IRA
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Roth IRA
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Traditional IRA
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Education Accounts
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Trust Accounts
Financial Planning
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Goal-Based Retirement Plans
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Cash Flow Management
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Net Worth & Balance Sheets
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Tax Plans
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401 (k)
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403 (b) & 457
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College Plans
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Profit Sharing Plans
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Money Purchase Plans
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Estate Planning & Trusts
Insurance & Etc.
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Disability Income
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Life Insurance
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Annuities
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Long Term Care
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Tax Laws and Changes
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Estate Guidance
*David is highly-networked. Should you need more specialized help in insurance, estates, or taxes, he can get you connected to the right person!*
Did you know advisors can be registered in more than one state?
David is currently registered in 13 states, so don't let location be an obstacle!