Creating & Preserving Wealth for Generations
Reliable Retirement Income
Nobody wants to outlive their money. It’s David's job to prevent that. David’s credentials allow him to assist clients in pre- and post-retirement needs. He can also assist with asset management, estate planning and other retirement planning processes using models and techniques based on his clients’ situation. By having these credentials, David can help to better ensure that his clients are able to enjoy and depend on their income for many years following their retirement. David takes care of his clients and their futures, just as he does for his own family.
Family First
David puts family first—his and yours. In other words, family is his priority, so he understands that his clients feel the same way. David knows that his clients care about their futures and taking care of their families by putting the right plan in place. Working side by side, David guides his clients every step of the way to create a customized strategic plan of action for long-term success. He has earned the trust and confidence of his clients and has developed long and satisfying relationships over the years.
David invests in his clients who ultimately invest in him.
David is on the board for the Rochester Area Business Ethics Foundation and is the past president of Fairport Baseball Booster Club. For David, community is so important, and family is everything. He and his wife Tammy live in Fairport with their beloved dog, Diesel. They are coping with being "empty-nesters", now that both of their sons have gone off to college.
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David's Team
Resources & Articles
How to Help Make the Most of Your Social Security Benefits
When and how you choose to take your Social Security benefits can have a significant impact on the total benefits you receive over time. Yet most Americans don’t understand that there are a variety of benefit options and complex strategies to consider.
Get Your Social Security Statements Online
To get your Statements online, you must first create a mySocialSecurity Account.
To create an account, you must provide some personal information about yourself and answer questions that only you are likely to know. Next you create a username and password that you will use to access your online account. This process protects you and keeps your Social Security information private.
New Users
You must be able to verify some information about yourself and:
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have a valid email address
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have a Social Security Number
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have a U.S. mailing address and
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be at least 18 years of age.
Instructions:
go to https://secure.ssa.gov/RIL/SiView.do
Choose: Create an Account
follow the instructions.
After you have created your account, choose:
Print/Save Your Full Statement
How Much Insurance Is Enough?
If something were to happen to you, would your family have enough life insurance to continue living the way they do today? Experts say many families need 70%-90% of their current gross income if something were to happen to the breadwinner. It’s not a fun topic, but one that is very important and can help your family in a time of need.
