Take Control Of Your Finances So You Can Retire With Confidence
Virtual Financial Planning Services To Help You Prepare For Your Dream Retirement
Make smart money decisions
Reduce your taxes over time
Take care of the next generation
Protect your assets from risks
Maximize the impact of your giving
Is Your Retirement Uncertain?
Longevity – Worried your savings won’t last if you live longer than expected?
Loss of life – Wonder how those who depend on you might be affected if you pass away unexpectedly?
Loss of income – What will you do if your income is disrupted before you retire?
Long-term care – How will a long-term medical event impact your retirement?
Liability – What will happen if your assets are subject to litigation after an accident?
Liquidity – Will you be prepared to handle spending shocks?
Economy – Are you going to be okay if the market drops or inflation gets out of hand?
you should never feel uncertain about your financial future.
You Deserve To Retire With Confidence
Experience A Plan To Achieve Your Life Goals
Know that what matters most will be the foundation of your comprehensive plan.
Experience Professional Guidance & Support
Get a strategy that is backed by evidence and research, not guesswork.
Experience A Personal Connection
Through life’s ups and downs, I will be there to help you reach your retirement goals.
I remember staring down at an uncertain future feeling worried about retirement.
I understand how you feel. You should never have to doubt your financial future. I will always act in your best interests, taking the time to really get to know you so your long-term financial plan reflects what is most important to you.
Together we will work through a planning process that aims to give you the best chance at creating your dream retirement. As a Fiduciary Advisor and SmartVestor Pro, I can help you take control of your finances so you can retire with confidence.
My Financial Planning Process Is Simple
Schedule Your FREE Financial Review
No pressure - lets talk about your retirement planning needs and how I can help you work toward them.
Get The Right Plan
During our initial meetings, we will work together to develop your Comprehensive Plan.
Keep Your Plan On Track
Quarterly phone call or virtual meeting to connect and follow-up.
Virtual Financial Planning Services
Comprehensive Plans To Help You Build And Manage Your Retirement
Accumulator
A Comprehensive Plan focused on wealth accumulation that aligns with your goals and values
Recommended for:
- Those with more than 25 years until retirement and/or…
- Those with savings and investments less than $500,000
$208 per month
12 month engagement
Builder
A Comprehensive Plan focused on your dream retirement and the risks impacting your plan
Recommended for:
- Those with less than 25 years until retirement and/or…
- Those with savings and investments greater than $500,000 but less than $1 million
$417 per month
12 month engagement
Preserver
A Comprehensive Plan focused on preservation of wealth and sustaining retirement income levels
Recommended for:
- Those with less than 10 years until retirement or…
- Those who are currently retired and/or…
- Those with savings and investments over $1 million
$541 per month
12 month engagement
Trusted Financial Partners
“SmartVestor is a free service that connects you with our network of financial advisors, wealth advisors, financial planners and other investment professionals.”
Dave Ramsey SmartVestor
“We believe in a better wealth experience. Everything we do centers around providing a better experience for financial advisors and their clients.”
Buckingham Strategic Partners
My Mission Is To Help You Retire With Confidence
Many have no financial plan for retirement. At Plan For Your Goals, my mission is to help both the newly retired and the nearly retired take control of their finances with an evidence-based plan so they can retire with confidence.
FREE QUIZ: What’s Your Retirement Readiness Score?
Take this FREE Assessment to discover how financially ‘on track’ you are for retirement.
Schedule Your FREE Financial Review Today!
Many have no financial plan for retirement. At Plan For Your Goals, my mission is to help both the newly retired and the nearly retired take control of their finances with an evidence-based plan so they can retire with confidence.
Check David's background on FINRA's BrokerCheck
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: CA, FL, GA, LA, NC, RI, SC, TX, VA. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Plan For Your Goals are not affiliated. Cambridge does not offer tax advice.
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