Very early on he recognized the need to build long-lasting retirements for clients while financially protecting their families. Once he has their desires and their situation firmly in mind, he works closely with his clients to bring them just the right mix of liquidity, savings, wealth accumulation, and guaranteed long term retirement income. David strongly believes that every individual and family should have significant "sleep-at-night-assets" and uses financially guaranteed products to ensure the maximum protection for his clients.
With almost four decades of experience in the financial services arena, he has seen all types of markets and economic environments, and has helped his clients to weather many financial storms. And despite the current volatility in the market and the low interest rate environment, as well as political and economic uncertainty, there are still strategies that can be implemented right now to ensure that one does not run out of income while also keeping one’s money securely protected from future market downturns. While most financial advisors are more than happy to provide investment tips and growth opportunities to one’s portfolio, few financial professionals know how to actually provide various strategies for converting one’s savings into a long-term sustainable guaranteed income so that one can spend with confidence in retirement while enjoying the fact that their money is guaranteed, safe, and secure. Though based in Tampa, Florida, he works with clients throughout the United States. In this post-COVID era advanced technologies allow for meetings with clients to be conducted virtually online where screen share capabilities further help ensure that all parties are all on the “same page.” This way various strategies may be easily illustrated as they are being discussed. Almost all meetings are conducted over the phone or virtually so there is no need to leave one’s home or come in to the office. Feel free to reach out and book an appointment if you are looking for retirement planning guidance or for specific recommendations to help you reach your retirement goals.
What's the Safe Money Places Agent Network?
The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy.
The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe. Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH. Please visit our educational website www.SafeMoneyPlaces.com for more information. |
