Our clients and their families are our priority.
From factoring in your family to considering how close you are to retirement, we can help you make a secure plan for your future.
Our Services
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Retirement Planning
Retirement may seem a long way off, but it’s never too soon to begin saving. We can talk you through available options that fit your goals.
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Tax Planning
Minimize your tax bill with smart planning that will leave more money in your pocket come April 15.
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Insurance Planning
Ensuring that you are adequately covered for life events and that you’re not paying more than needed.
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Estate Planning
A well-organized estate is one of the most thoughtful gifts you can leave your family.
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Charitable Giving
The best gifts are planned. We can design a plan to help you support the charity or cause of your choice.
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College Funding
Tuition gets more expensive every year. We’ll help you plan and save for your children’s future.
“My husband and I have been working with David since my husband's retirement in 2020. He continues to guide us in this phase of our lives with advice and perspective on our financial future. I would highly recommend David to anyone who is looking for good, solid, financial advice on retirement or investments.”
– Beverly K.
Have any questions?
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