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:

• Financial Planning*
  
• Estate Planning
  
• Portfolio Analysis*
  
• Retirement Income Planning
  
• College Funding, 529 Plans*
  
• Professional Money Management*
  
• Life & Disability Insurance
  
• Annuities, Fixed & Variable*
  
• Long Term Care Insurance
  

• Qualified Retirement Plans including 401K, Roth 401K, Profit Sharing, Simple IRA,
• SEP & Defined Benefit Plans.
  
• Group Health, Life & Disability
  
• Business Estate & Tax Planning
  
• Owner & Executive Fringe Benefits
  
• Group 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.