Retirement Planning Consultant

Passionate about helping people, David was drawn to the industry because he could help clients reach their retirement income goals. With over a decade of experience, David helps guide clients toward their retirement dreams by developing customized financial plans to provide sufficient income to cover their living expenses and fund their dreams for the rest of their lives, no matter what the markets do. While many financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals also focus on converting your savings into a long-term sustainable income (and protecting your money from market downturns) so that you can spend with added confidence when you retire. David focuses on helping retirees and those approaching retirement financially prepare for the golden days of their lives. It’s his goal to help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.