“I first invested a large portion of my 401K money with David & Eric in 2015. After I retired in 2018 I then took a lump sum payout on my pension and rolled it into my 401K which I then transferred all of it in with my previous investment with them. They had us fill out a retirement budget and we then sat down with them and it was slightly higher percentage wise than they suggested but they went with it. They also suggested that I hold off on taking SS until I was 70 which I have done. My wife & I have lived and vacationed on that investment for 5 years and it has only cost us $16,000 per year! They have managed our money through the up's & downs of the markets and have done an excellent job! I will have to say that they are conservative with their expectations and then over deliver! I would highly recommend them to anyone as they have done very well for me!”
Financial Advising
Financial Advising
Financial Advising
“I first invested a large portion of my 401K money with David & Eric in 2015. After I retired in 2018 I then took a lump sum payout on my pension and rolled it into my 401K which I then transferred all of it in with my previous investment with them. They had us fill out a retirement budget and we then sat down with them and it was slightly higher percentage wise than they suggested but they went with it. They also suggested that I hold off on taking SS until I was 70 which I have done. My wife & I have lived and vacationed on that investment for 5 years and it has only cost us $16,000 per year! They have managed our money through the up's & downs of the markets and have done an excellent job! I will have to say that they are conservative with their expectations and then over deliver! I would highly recommend them to anyone as they have done very well for me!”