The Changing World of Retirement Planningtm
The Changing World of Retirement Planningtm
Register by Calling 419.491.0909
Social Security, Retirement, 401K Retirement & Insurance Planning. Wealth Transfer, College & Savings Planning. Charitable Giving. IRA
“My husband and I had gone to other seminars in the past, but with David we just had a good feeling. He doesn’t act superior or come across like a know-it-all. He suggests different things to us. Which we appreciate.” – Emma
“I would follow David to another office if I needed to. He’s been that great for me.” – Alan
“We trust David to act as our financial guide by helping us to make the proper decisions for where we are today and where we want to be in retirement.” – Joanna
Insurers Don’t Want Seniors Knowing This…… It’s not something any of us like to think about ...
Author: Sarah Howard We have collectively experienced the impact the COVID-19 pandemic has had on th...