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.”
i am part of SafeMoney.com, an educational finance site that has been featured on media outlets reaching over 84 million households in the U.S. Google ranks them as the #1 online resource for safe financial strategies. You can visit my personal page and download their most popular booklets directly from there. There is never any cost to you for this, since I am a member. Just let them know on the download request that I referred you.
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