Plan today. . .
for what you love to do Tomorrow
You will find that Dave's coaching style and financial planning experience is unmatched in the industry. With his over 40 years of working in the financial and business world, he will coach you, along with designing and implementing a plan that is best for you. What sets him apart is his capability to look at the tax implications of each decision you make.
I am a Chartered Financial Consultant, Chartered Life Underwriter, and a Licensed Tax Preparer with the IRS, enrolled in their annual filing program.
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I am a life and qualifying member of the Million Dollar Round Table, Court of the Table, and Top of the Table.
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I am an avid golfer, alpine ski racer and outdoorsman. I bought my grandfathers farm in 2005, named it Easton View Outfitters, and turned my passion of hunting into a farm/ranch where we provide hunting experiences as well as Airbnb stays.
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"Very knowledgeable and business savvy. Dave is an absolute pleasure to work with. His financial and tax advice is unmatched."
You should buy life insurance when it's affordable and AVAILABLE. It's been said: You can only buy life insurance when you don't need it. The day you need it, you can't get it.
Our goal is to help you minimize your tax liability and show you strategies to get you there.
We'll sit down and talk about your life, your goals, your values and devise a plan to reach them. My unique approach to financial planning takes into account the tax implications of every decision. Clients will receive well-rounded advise while achieving their financial goals.