Robert T. says, "I have known David for many years now and those of his abilities for retirement planning. I retained David to help me get ready for my upcoming retirement and estate review. David has a very good understanding of financial instruments, limitations, and forecasting outcomes.While nothing is for sure, he does lay out several options to take with existing assets. He also has access to legal support to craft the proper documentation for the estate planning for sure. I have been very satisfied with the work that is done for me so far.
As a side note, David first got started helping my parents plan their estate. It was a very thorough review and they were very pleased with his work at that time."See more