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Plan today. . .
for what you love to do Tomorrow
You will find that Dave's coaching style and financial planning advise is unmatched in the industry. With his over 40 years of working in the financial and business world, he will design and implement a plan that is best for you. What sets him apart from the rest 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 turned a passion of hunting into a farm, which I started in 2005 called Easton View Outfitters.
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Grow Your Vision
​In today’s complex financial landscape, navigating tax regulations and optimizing investment strategies can be challenging even for the most seasoned professionals. This is where our expertise can make a significant difference. At [Your Company Name], we specialize in helping high-net-worth individuals like yourself maximize their wealth through strategic tax savings and savvy investment planning.
Here’s how we can help you:
1. Tax Optimization: Our team of tax experts will conduct a comprehensive review of your financial situation to identify opportunities for tax savings. We stay abreast of the latest tax laws and leverage every available deduction, credit, and deferral to minimize your tax liability.
2. Advanced Investment Strategies: We offer tailored investment strategies designed to grow your wealth while managing risk. Our approach includes a diversified portfolio, cutting-edge investment vehicles, and real-time market insights to ensure you achieve your financial goals.
3. Property Investment Consultation: If you have investments in property or are considering expanding your real estate portfolio, our experts can provide invaluable advice on market trends, property valuation, and tax-efficient property investment strategies.
4. Estate Planning: Proper estate planning can preserve your wealth for future generations while minimizing tax burdens. We can help you develop a comprehensive estate plan that aligns with your long-term objectives.
5. Personalized Financial Planning: We understand that each individual’s financial situation and goals are unique. Our personalized approach ensures that we create a plan tailored specifically to your needs and aspirations.
We would be delighted to offer you a complimentary consultation to discuss how we can help you achieve greater tax efficiency and enhanced investment performance. Our track record of success and commitment to excellence ensures that you receive the highest level of service and expertise.
"Very knowledgeable and business savvy. Dave is an absolute pleasure to work with. His financial and tax advice is unmatched."
If an unexpected event should happen you must be prepared. Discover how we can protect the loved ones in your life and the assets that you acquire by designing a plan that fits your budget.
We help Individuals, Families, and Businesses with many types of plans.
Our goal is to help you pay the least amount of taxes possible and work with you how to implement 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.