DAVID's PHILOSOPHY
" I got into the financial business because I grew up in a middle class family, and witnessed many people not properly planning for retirement, or even for the next five years of their life. I wanted to be able to advise individuals and families in building a stronger retirement, in order to be able to leave a legacy for their loved ones.”
PRODUCTS & SERVICES
Retirement
Income
Planning
College
Funding
Insurance
Protection
Small
Business
Planning
"Beware of Little Expenses;a Small Leak Will Sink a Great Ship."
Benjamin Franklin
CONTACT US.
Hours of operation:
monday-Thursday 9am-8 pm
friday-Saturday (appointment only)
Phone
Office: 469-329-1072
Direct: 469-329-1072
Cell: 678-665-3967
Fax: 678-807-2905