Fee-Based Personal Financial Planning
Financial planning is at the core of the services David provides to individuals and families seeking to build, preserve and manage wealth over time.
Retirement income planning, education planning, tax and estate planning and risk management services are components of a larger, more comprehensive financial plan designed to work toward multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.
24/7 access to account information and activity
David provides access to a secure, customized website that will allow you to see a complete snapshot of your investments. With your permission, the site can be accessed by your other trusted advisors, including attorneys and CPAs. This aggregation of the investment accounts that David oversees provides you with an accurate statement that enables you to see if you are on track every step of the way.
* Fee-based Financial Planning is offered through Cambridge Investment Research, Inc.