David CFP(R)'s Contact Details

David CFP(R)'s Company Details

Personal Financial Advisors

Covington, LA, US • 5 - 9 Employees
Financial Services

We act: as fiduciaries.We build: personalized financial solutions.We care: about our clients' goals first.We develop: lasting relationships with clients.Financial Planning Services Offered:☐ Financial and personal goal setting☐ Income management assistance☐ Financial independence analysis and recommendations☐ Estate plan evaluation and recommendations☐ Life insurance review and needs analysis☐ Disability insurance review and needs analysis ☐ Long-Term Care insurance review and needs analysis☐ Auto, homeowners' and liability insurance review☐ Company plan investment analysis and recommendations ☐ Benefits selection assistance☐ Retirement plan set-up ☐ College funding analysis and plan recommendations☐ Real estate issues☐ Social Security strategies Investment Management Services Offered:☐ Analysis of liquidity, investment diversification and asset allocation☐ Analyses of individual existing investments: hold or sell☐ Initial asset allocation: general recommendations ☐ Recommendation of specific new investments☐ Ongoing monitoring of assets and ongoing asset allocation