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Dave is passionate about retirement planning. Our goal is to develop long term relationships with clients. Our goal is to spend necessary time to fully understand each client’s individual needs and goals not only financially but personally. We work with clients to educate and coach them through the financial planning and investment management process.

Core values

Trust – Relationships are built on trust. We work very hard every day to build that trust. Our goal is to have multi generational relationships with clients and work in an environment where clients come first.

Listening – Understanding client preferences and hearing what is most important to each client.

Client Communication – Creating not only an ongoing plan for reviews but also providing timely commentary to keep clients informed.

Responsiveness- “Rapid response” – Having questions answered in an expedient manner is a core value that we implement in our firm.

Tailored Plans – Every client has a different set of goals, preferences, investment experiences and concerns. We pride ourselves in learning about what drives each client both professionally and personally.

There are also many risks facing investors and retirees today which include.

  • Asset allocation Risk
  • Market Risk
  • Inflation
  • Taxes
  • Longevity
  • Withdrawal Rate risk
  • Sequence of Returns Risk

We will work with clients to create strategies to mitigate against those risks.

Please contact Dave today to schedule a complimentary initial consultation.

Check the background of this firm/advisor on FINRA’s BrokerCheck.