Financial advice for people like you.

Client: Ashley
Age: 30
Position: Medical Sales Account Executive
Primary Goal: Get her financial house in order, start a financial plan, begin developing good habits with money
couple with kids
Clients: Paul and Jennifer
Ages: 45 and 44
Positions: Medical Equipment Sales Director and Homemaker
Goals: Get spending under control, rollover old 401(k), start saving for college, develop a strategy for stock grants, save on taxes where possible
Client: Thomas
Ages: 58
Position: Pharmaceutical Sales
Goals: Save for an early retirement, minimize taxes, and make sure he is doing everything possible to maximize wealth, get better educated on his money

Working with an advisor should be simple.

A simple 3-step process to getting started:

Schedule a Get to Know call

This is a short call for us to get to know each other. We will go over all your questions and wishes for the future.

Meet with David

In this meeting, I’ll share how I work with clients and what you can expect as a client. We will also decide if we are a good fit.

Think it over

After our meeting, I’ll send you an email summary of our call outlining all the details. I’ll also ask you to simply think it over.

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