David is versed in Retirement and Estate Planning and Tax Planning Investing. David assists his clients in pursuing streams of income and in reducing retirement planning issues. His investment approach is tailored in that he suggests investing to pursue a mix of different income streams as opposed to chasing phantom appreciation. You want income you can reinvest, not complexity. He assists his clients in seeking to reduce retirement planning issues by implementing retirement account distribution strategies designed with the goal to preserve and grow wealth for individuals and their families.
He is a member of Ed Slott’s Elite IRA Advisor Group. This group is comprised of financial professionals dedicated to the IRA industry. As a member of this group, we have access to training modules, bi-annual workshops, and regular webinars to further our knowledge, and better serve our clients. This group is not affiliated with LPL Financial and is by invitation only to financial professionals.
Whether you are approaching retirement or already retired, David can assist you in addressing the strategies and investments that are right for you. This website contains multimedia presentations and interactive tools that offer an excellent learning experience. You will learn about retirement income strategies.