Our Firm

Dave is his clients Professional Chief Financial Officer, consulting with them and providing Wealth Management and Preservation, in addition to Income and Estate planning services.  We utilize "Income for Life" investment programs, which are designed to enhance the probability of clients achieving their financial income goals for life, while protecting and preserving their principal.

We specialize in working with Sportsmen, women and their families who are pre-retired or retired between the ages of 55-75.

If needed, we have strategic partnerships with other professionals such as accountants and attorneys in assisting you with their expertise in your wealth management.

We pride ourselves in delivering the highest quality service; investment and insurance products for our clients to help them achieve their goals.   We always keep the best interest of our clients at the fore front when making recommendations.  We believe, if we help people get what they want, and then we'll get what we want.

The high satisfaction that our clients and their children have with us, confirms we're doing whats right for them.