Frequently Asked Questions

How does what you provide compare to what I already have?

When designing a successful wealth and protection plan, integration is a critical factor. All pieces are required to work together to enjoy a successful outcome which is a retirement filled with dignity and independence. Each piece of your plan is a fundamental part which when put together, constitutes a whole. One piece cannot be looked at without another and Dave looks at the “big picture.” There is always an extensive amount of reasoning done before Dave makes a recommendation for his clients. He is dedicated to this contemplative approach to help his clients achieve the best results.

When is the best time to start to plan?

It’s never too early to start to plan. If you are ready to start maximizing the money you have for the future so you can have the peace of mind that you are covered in your retirement, you are ready to start planning.

What are the 3 integral components of a plan?

Dave work with people who have workplace savings plans. His process involves the integration of their workplace savings plan with their personal savings and government benefits. All three components are required to work together well to create a retirement on the clients' own terms.

If you have any further questions, please contact us.