Services David knows how important growth and security are for business owners and local families. As your advisor, he works closely to develop a personal plan based on your needs and goals. Whether you are a business owner, an executive, approaching or in retirement, you can count on David to help you develop an appropriate strategy for you. Call or e-mail him today.His comprehensive services for business owners, executives and individuals include: Personal Financial Planning*Estate PlanningPortfolio Analysis*Retirement Income PlanningCollege Funding, 529 Plans*Professional Money Management*Life & Disability InsuranceAnnuities, Fixed & Variable*Long Term Care Insurance Business Benefit Planning Qualified Retirement Plans including 401K, Roth 401K, Profit Sharing, Simple IRA, SEP & Defined Benefit Plans.Group Health, Life & DisabilityBusiness Estate & Tax PlanningOwner & Executive Fringe BenefitsGroup Long-Term Care Insurance Our high level of ethics and dedication to the clients are why our clients continue to refer us to their friends and families. Contact us today to experience how working with a CFP® professional can help you pursue your financial goals.