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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...



  • Bonds

  • Common Stock

  • Treasury Bills & Notes

  • Brokerage Accounts

  • Commodities

  • Simple IRA


  • Roth IRA

  • Traditional IRA

  • Education Accounts

  • Trust Accounts

Financial Planning

  • Goal-Based Retirement Plans

  • Cash Flow Management

  • Net Worth & Balance Sheets

  • Tax Plans

  • 401 (k) 

  • 403 (b) & 457

  • College Plans

  • Profit Sharing Plans

  • Money Purchase Plans

  • Estate Planning & Trusts

Insurance & Etc.

  • Disability Income

  • Life Insurance

  • Annuities

  • Long Term Care

  • Tax Laws and Changes

  • 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!

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