Portfolio Management
We work with you to create a personalized investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.
Retirement Strategies
What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.
Estate Strategies
David can offer clients information and strategies to work toward building protection into their estates and investments, in an effort to ensure that their legacy is protected. An essential part of our service to clients is to explore the possible use of trusts* to avoid probate and protect assets.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Risk Management
Risk isn't something to be afraid of, it’s something to be managed. We help clients understand what risks a portfolio has and how we can work toward offsetting those risks.
Legal
David is qualified to provide insight on an array of questions. He can help clients gain a basic understanding of the matter at hand, and refer them to outside professionals as needed.
HNW/UHNW Clients
As your assets increase, you may require more sophisticated financial strategies to help manage your net worth. We offer tailored financial services for high-net-worth and ultra-high-net-worth individuals.
Extended Care
Learn more about what choices you have as you consider extended-care strategies for you and your family.
Life Insurance
Life insurance is a key risk-management tool that can help you protect the ones you love.
Social Security Strategies
Social Security can play a key role in your overall retirement strategy. We'll work together to build a customized Social Security strategy.
Small Business Ownership
Navigate the unique financial challenges and opportunities of owning a small business with personalized financial guidance and retirement plan options.
Cash Flow Analysis
Analyze your cash inflows and outflows to make informed financial decisions for your future.
Charitable Giving/ Legacy Planning
We can help you create a legacy that makes a lasting impact through charitable giving and estate strategies.
Sudden Wealth Syndrome
Sudden Wealth occurs when a person receives an extremely large amount of money from a single event. Inheritances and legal settlements are the two most common sources of sudden wealth. Most people are unprepared for the complex questions that come from this experience. We have substantial experience in guiding sudden wealth clients in the management of these issues, including tax strategies, spending, investments and estate planning.