KNOWLEDGE AREAS

Investments

  • Bonds

  • Common Stock

  • Treasury Bills & Notes

  • Brokerage Accounts

  • Commodities

  • Simple IRA

  • SEP 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!

ADDITIONAL SERVICES

Many advisors and firms just manage the investments under their control and look at little else. While David can, of course, do that, he 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 going on with those things and how they affect your financial health. While he can be your investment manager, he would also like to be your financial coach. We call this comprehensive financial planning.

Additionally, we have created a way to help meet 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...