Meet David, Your Virtual Financial Advisor

I Remember Staring Down At An Uncertain Future Feeling Worried About Retirement

I know what it’s like to feel like you’re not going to end up where you want in retirement. That uncertainty robs you of the inner calm we all long for.

If you lack a financial plan for retirement, you’ve likely wondered if there was a coach that can help you take control of your finances. I know you want to be a prepared and confident retiree. You should never have to feel uncertain about your financial future.

At Plan For Your Goals, I get it. As a Fiduciary Advisor and a SmartVestor Pro, my mission is to help you take control of your finances so you can retire with confidence. Together we will work through a planning process that aims to give you the best chance at creating your dream retirement.

My Story

After getting married in 1991, my wife Teresa and I got into some serious debt and weren’t saving like we should. We struggled financially for years. Until 2004. That’s when something transformational happened.

We attended Dave Ramsey’s Financial Peace University for the first time. Using the Baby Steps, we got out of debt, ramped up our saving and investing, and set aside college money for our five children. We finally had a plan that saved us from financial ruin. Now it’s time to return the favor. 

My Core Values

  • Fiduciary: I receive income for my planning services directly from my clients, and I will always act in their best interests. 
  • Heard and Understood: Better understanding leads to better advice. I will take the time to really listen to and understand my clients. My aim is to get to know them, so that their long-term financial plan reflects what is most important to them. 
  • Tilt the Odds: Together we will work through a planning process driven by decades of academic research from economists and behavioral psychologists which aims to give my clients the best chance at reaching their financial and life goals. Wherever they are on their financial journey, everyone deserves to be confident that they can get where they want to be. 

Here To Help

I am committed to coaching you every step of the way. The process is simple:

  1. Schedule your FREE financial review.
  2. Get the right plan.
  3. Keep your plan on track.

Once you schedule your free financial review, you’ll have taken the first step to preparing for your dream retirement. 

I believe that nobody should have to feel unprepared and afraid. You deserve to be full of hope about retirement. My mission is to help you take control of your finances so you can retire with confidence.  

Schedule a call below so we can get started.

Working With A Financial Advisor Online Is Simple

Elderly Couple Working With Online Financial Advisor for Retirement Plans

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.

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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.

Contact

Branch Office: 5954 E Bay Blvd, Gulf Breeze, FL 32563

(850) 786-3400 ext. 101

david@planforyourgoals.com

Check David's background on FINRA's BrokerCheck

Plan For Your Goals, LLC is a state registered investment adviser. Plan For Your Goals, LLC may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. Plan For Your Goals, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Plan For Your Goals, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Plan For Your Goals, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Plan For Your Goals, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Plan For Your Goals, LLC. A copy of Plan For Your Goals, LLC’s current written disclosure statement discussing Plan For Your Goals, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website or directly from Plan For Your Goals, LLC:  Click here to download a PDF copy.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Plan For Your Goals, LLC throughout this website has provided links to various other websites. While Plan For Your Goals, LLC believes this information to be current and valuable to its clients, Plan For Your Goals, LLC provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.

Insurance products and services are offered and sold through individually licensed and appointed insurance agents.

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