With millions of dollars effectively managed in retirement accounts, and most of his clients either approaching or enjoying retirement, David assists his clients in creating streams of income and seeks to avoid retirement planning disasters. His investment approach is radically different in that he suggests investing to achieve a mix of different income streams as opposed to chasing phantom apprec
iation. You want income you can reinvest, not complexity. He assists his clients in potentially avoiding retirement planning disasters by implementing retirement account distribution strategies designed with the goal to preserve and grow wealth for individuals and their families. He is a member of Ed Slott’s Elite IRA Advisor Group, an exclusive group of advisors with expertise in retirement distribution planning. Ed Slott is a nationally recognized retirement account expert. David studies and trains with Ed Slott as part of the Elite IRA Advisor Group. You will find David listed on Ed Slott’s website at www.irahelp.com
**Ed Slott and Company LLC is not affiliated with LPL Financial
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