How We Help

Dave created The Integration Process that focuses on smart, long-term accumulation planning so clients can anticipate retirement with excitement and retire with dignity and independence. He is dedicated to a contemplative approach to help his clients achieve the best results. Because the strategy is well thought out, it’s easy for him to explain to clients in a simple, straight-forward manner which they appreciate.

1. Focusing on integration

Dave focuses on integration of your workplace savings, personal plans and government benefits so clients achieve the retirement that they dream of.

2. Building a strategic, well thought out plan that will last

Dave’s clients understand that building wealth is strategic and methodical. This requires patience. A well-structured plan will withstand obstacles so you don't run out of money.

3. Keeping it real by focusing on the facts

The world is full of unforeseen obstacles that are not in your control. Like a change in the economy that can alter an industry’s success or the outcome of your investments. To Dave, each obstacle is a challenge he looks to overcome.

4. Giving you the truth

Dave’s clients understand that building wealth is strategic and methodical. This requires patience. A well-structured plan will withstand obstacles so you don't run out of money.

5. Connecting all the pieces

There are many pieces to consider when designing a proper plan like debt reduction, intelligent investing or preparing a will to name a few. If one piece is out of place, your entire plan can collapse. Everything needs to be reviewed. Integration is imperative.

To get started on your process today, please contact us.


 

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